Tag: Retirement

  • SECURE Act 2.0

    According to a Federal Reserve System report on the Economic Well-Being of U.S. Households in 2022–May 2023 in 2023, “3/4 of non-retired adults had at least some retirement savings, about 28% did not have any. This share who did not report any retirement savings was up from 25% in 2021. While most non-retired adults had…

  • Tips for Entering Retirement Solo

    Approximately 23 million Americans ages 65 and older are single, divorced or widowed, according to the most recent data available from the U.S. Census Bureau. That means there are many people in this country who are planning their retirement on their own, without the help of a spouse or partner.

  • Opening a Window of Opportunity

    You think you are young at 40 years old, right? But what if your intended life-long job was terminated and you’re not ready to retire? What do you do when a door closes on you like that?

  • Financial Freedom in Your Golden Years

    Aging is a process that’s changing. We’re now living longer and more active lives. And as we approach our later years, many of us have strong feelings about where and how we want to spend this period of our lives.

  • Starting Your Estate Planning Journey

    The first steps in your estate planning journey are learning 1) how to stay in control of your stuff while you are able to be in control and 2) how to make sure your wishes are carried out when incapacity or the grim reaper catch up with you. Sorry to rub it in, but there…

  • Work After Work: Our new age of life and the moral necessity for “returnment”

    At the turn of the 20th century, the average life expectancy was only 47. Today, it is rapidly approaching 80. Our fastest growing age group is folks over the age of 85, with someone in this country turning 50 every eight seconds. More importantly, older adults are healthier than previous generations and this has created…

  • Encore.org: Utilizing the Over-50 Resource

    A Greek proverb says, “A society grows great when old people plant trees under whose shade they will never sit.” This is the basis for an expanding network that is harnessing the power of the over-50 age group. The demographic landscape has changed over time, requiring a paradigm shift regarding what we think and how…

  • Financial Planning for Non-parents

    Those who do not have children tend to have more financial flexibility to pursue their goals throughout life and retirement. This makes sense when you consider that the cost of raising a child from birth to adulthood is currently estimated at $233,610 (before you factor in college). However, childless singles and couples still need to…

  • The Right Senior Living Community for You

    Is it the right fit? Will the community support your wants, needs and desires? When you or a loved one consider senior living, questions and options can become overwhelming.

  • How to Join the Flexible Workforce

    our first step in exploring your future is to take an internal journey in order to make a decision to work for pay, for fun or for the good of others. Part-time and other ways of working flexibly are bountiful. Many offer unique advantages to mature workers over that old classic — the 9-to-5 job.