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Oct 28, 2021

What makes people happy during retirement? Research shows that while financial security isn’t the most important thing, it’s near the top of most retirees’ lists. But it’s also important to think about what your life after full-time work will be like. Do you have social connections with whom you can share good...


Oct 14, 2021

The best time to start thinking about where you may want to live during retirement is long before you retire.  While many people spend a lot of time pondering the kind of home they want to live in, they often don’t spend enough time researching the state, town or neighborhood where it may be located. But location may...


Oct 7, 2021

Even though tax-deferred Traditional IRAs have been around since 1974 and tax-free Roth IRAs since 1997, you don’t hear a lot about them these days.  Yet, for many people, especially those who are self-employed or don’t have retirement plans at work, IRAs still represent one of the best tax-advantaged ways to save...


Oct 2, 2021

There’s a common axiom that most financial decisions are based 1% on facts and 99% on emotions. Fear and stress of any kind, whether they’re job-related, pandemic-related, or financial security related, can impact our spending, saving and investment behaviors. Negative emotions lower our confidence, and the...