Retirement News, Information and Guidance

retirement book club

Start a Retirement Book Club or Any Club: You Are Apt to Live a Longer Life!

A fairly large percentage of retirees experience a drop in well-being after retirement.  According to researchers, between 10-24% of retirees feel stressed in the years following their departure from work. Starting or joining a retirement book club — read books about retirement and share your thoughts — may be just the answer. Actually, any club…

Note From the Founder: Unknown Unknowns

Photo Credit: Steve Chen It’s been a very eventful few months across the country; we’ve had hurricanes, flooding, mass shootings and wildfires – every time I think that the pace of major events can’t go faster it seems to pick up even more. The one bright spot is that the stock market seems to climb…

tax plan proposals and retirement

8 Federal Budget and Tax Plan Proposals that Could Impact Your Retirement

Today, Republican leaders in the House of Representatives unveiled a new tax plan.  They also recently introduced a budget proposal.  Neither of these bills are a foregone conclusion.  However, both the tax plan and budget have items that could significantly impact your retirement. Here are 8 budget and tax proposals you might want to keep…

retirement trends 2017 2018

8 New Retirement Trends: Is Your Future as Rosy as the Data Suggests it Should Be?

Jack Kerouac is quoted as saving: “Great things are not accomplished by those who yield to trends and fads and popular opinion.”  While, this is generally true, great things might happen to you if you are part of some of the recent retirement trends. Allianz Life recently surveyed 3,000 Americans, including 1,000 baby boomers aged…

The Grapes of… Roth Conversion: A Fruitful Strategy for Retirement Wealth

Tax deferred? Tax free? Tax advantaged? It might sometimes feel a bit taxing to think about the tax implications of a Roth conversion. However, it is probably worth your brain power because a Roth conversion can be tremendously beneficial in the right circumstances. What is a Roth Account? A Roth account is a type of…

2018 Medicare Open Enrolllment

2018 Medicare Open Enrollment: 10 Tips for Getting Great Coverage

Tis the season…  No, it is not quite time to decide whether you’ll say Happy Holidays, Merry Christmas, Bah Humbug or none of the above.  It does, however, involve shopping! The 2018 Medicare Open Enrollment season is upon us and will last from from Oct. 15 to Dec. 7. Now is the time to to…

best retirement

Do You Even Have What it Takes? 8 Skills You Need for a Fantastically Happy Best Retirement

Here is some good news: you don’t necessarily need $1 million dollars for a successful retirement. So, what you do need? We did a little digging and here are 8 important skills that will enable you to achieve financial security, health and the best retirement possible. Find out if you have the skills… to pay…

Social Security 2018

Social Security 2018: Biggest Benefit Increase in Recent History Is Probably Not Enough

Social Security 2018: The Social Security Administration announced this week the biggest Cost of Benefit Living Adjustment (COLA) increase of the last five years.  However, many retirees say that it is just not enough. The Social Security 2018 increase is big, but definitely NOT that big. Recipients will receive a whopping… big… massive… 2% increase. …

reverse retirement

Reverse Retirement: Find Out Why So Many Retirees Are Going Back to Work

An astonishing number of retirees reverse retirement — quit their lives of leisure and go back to work either part or full time.  Is retirement really not all that it is cracked up to be? Going backwards is rarely a good idea, but reversing back into a compelling job can actually have far reaching benefits. …

9 Great Reasons to Take a New Look at Reverse Mortgages

Reverse mortgages are a type of home equity loan for homeowners 62 years and older. If you have been thinking about getting a reverse mortgage, here are 9 new reasons to take a fresh look at the program. 1. You Are Protected in a Natural Disaster Floods. Fires. Earthquakes.  It has been a rough few…