Retirement Planning

Subscribe to Retirement Planning RSS

Affording Retirement Travel

Submitted by Harold Wong on Friday, January 30, 2015 - 12:00pm

If you’re like most people who think about retirement, you probably imagine traveling in your golden years. Before you browse Acapulco websites and whip out the credit card to buy your ticket, make sure your finances can handle your trip.

Unearthing Retirement Money

Submitted by Adam D. Koos on Thursday, January 29, 2015 - 12:00pm

Now more than ever you must explore every detail of potential income for your golden years. Sometimes that takes a little legwork, the right questions and a willingness to admit that you don’t know the answers.

Your Monthly Money Moves

Submitted by Eve Kaplan on Friday, January 2, 2015 - 12:00pm

Cleaning up personal finances remains one of the top resolutions every New Year’s. We all know what happens to most such self-promises, so here’s a month-by-month to-do list to cultivate better financial health.

Leaving a Legacy of Wisdom

Submitted by Josh Patrick on Thursday, January 15, 2015 - 3:00pm

Too often in the world of wealth management, estate planning is about splitting up the money after people are gone. I think this is too bad. For me, leaving a legacy of wisdom and love is more important than leaving money.

Benefits: Every Month Counts

Submitted by Jim Blankenship on Monday, January 12, 2015 - 3:00pm

Your Social Security benefits may turn out to be the flagship of your retirement income. Filing for benefits even a few months late or early, though, and you can significantly increase – or cut – your income. Here’s what to know and how to avoid tripping up.

Retirees’ Sunday Blues

Submitted by Maureen Crimmins on Tuesday, January 13, 2015 - 3:00pm

Sunday night blues are not exclusive to workers. Retirees have them, too, because of the overwhelming free time during the weekdays. Finding things that keep you active and happy is the key to an enjoyable retirement.

Morbid State of Retirement

Submitted by Wes Moss on Wednesday, January 7, 2015 - 3:00pm

The state of Americans’ retirement savings is unsettling. Too many people in middle-class America do not set anything aside for their retirement, nor have a healthy attitude toward it. If you’re asking yourself “Could this be me?” then it’s time to take a hard look at your retirement planning.

Retire Early With $1M? (Pt. 2)

Submitted by Jeff Rose on Friday, January 23, 2015 - 12:00pm

Our first article looked at how a 50-something husband and wife stood nearly a 92% chance of retiring comfortably – and early. An optimistic financial plan for long golden years started with such basics as the couple’s income, travel plans and investments. Where to go from there?