Retirement Planning

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5 To-Dos Before Retiring

Submitted by Derec Mieden on Wednesday, July 1, 2015 - 3:00pm

After decades of hard work and saving, you finally enter your golden years. If you’re gearing up to retire this year, here are five tasks to keep in mind, from spending cash to spending time.

New Retirement Landscape

Submitted by Ray Ferrara on Friday, June 19, 2015 - 9:00am

Retirement is not what it once was. Inheritance is no longer a sure thing to fund your golden years. Paying off a mortgage, once a rite of passage for retirees, makes less sense today. And forget the old saw that 65 is the right age to retire. Increasingly, people are shying away from a date certain.

Happiness Before Retirement

Submitted by Maureen Crimmins on Tuesday, June 30, 2015 - 12:00pm

People say things like, “When I retire, I am going to be happy,” or “When I don’t have to work anymore, I will be happy.” The truth is, if you don’t think you can be happy until you retire, you won’t be.

Spending Time in Retirement

Submitted by Joseph A. Clark on Monday, June 29, 2015 - 3:00pm

Every day you read headlines talking about the money you need for retirement. What happens to the rest of your life – and who you think you are – after you punch your last time clock? Here’s how to consider changes that won’t come with a dollar sign.

How Averages Really Work

Submitted by Lon Jefferies on Friday, June 26, 2015 - 12:00pm

Stocks return 7% a year on average, according to Wharton Professor Jeremy Siegel’s famous study, not 7% in any given year. But averages can give us a good indication of what to expect as long as we have a large enough sample size, spread over a long enough time.

Retiring? Redefine Yourself

Submitted by Gary Brooks on Thursday, June 18, 2015 - 3:00pm

Far more than merely an economic event, retirement is a life redefining milestone. Leaving work and transitioning to a different way to spend your time and money can change your identity. One trick: an open mind regarding leisure, learning, family and, believe it or not, even more work.

3 Ways to Control Your Life

Submitted by Joe Pitzl on Friday, June 12, 2015 - 12:00pm

A good financial plan has philosophical underpinnings that go beyond how you allocate assets, pay for your child’s college, buy insurance coverage and all the rest. To get the most out of a plan, it’s vital to take control of your life psychologically. Here are three ways to do that.

6 Common Financial Pitfalls

Submitted by Heidi Clute on Tuesday, June 9, 2015 - 3:00pm

We all make mistakes, and through them, we learn. But when it comes to finances, it is best not to take the trial-and-error approach. Avoiding some of the following financial mistakes might save you a great deal of money and heartache.