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Planning on Working In Retirement?

The Employee Benefits Research Institute (EBRI) conducts an annual Retirement Confidence Study. The study consistently finds that workers are far more likely to expect to work for pay in retirement than retirees are to have actually worked. In the 2017 study, 79 percent of workers indicated that they expect work ... Read More
 

Mindset Is Key to Retirement Success

Recently I’ve been meeting with many couples and individuals who are on their retirement glide path. Some are excited about the next phase of their life, some are worried, some are reluctant, some are eager. The one element that separates the excited from the worried, the eager from the reluctant ... Read More
 

10 Worst States For Retirees

According to Kiplinger magazine, the 10 worst state for retirees from a tax standpoint are these: Utah New Jersey New York Nebraska California Montana Oregon Minnesota Connecticut Vermont A state makes the list because it has a combination of some of  these items: high income tax (including taxing Social Security ... Read More
 

Best Cities in Which to Retire?

A new best places to retire list came out last week. It seems there is a new list once a month. The top ten cities in this list are (reverse order): Las Vegas Austin Denver Honolulu Salt Lake City Atlanta Scottsdale Miami Tampa Orlando What is noteworthy are the criteria ... Read More
 

Top Five Pre-Retirement Worries

The Society of Actuaries conducts a retirement risks survey every other year with Americans who have retired and those who are not yet retired. According to their latest survey from 2015 (published in 2016), pre-retirees worry most about: Not having enough money to pay for a long stay in a ... Read More
 

Five Secrets to Retirement Happiness

The caring and wonderful advisors at Juetten Personal Financial Planning have guided hundreds of clients as they have moved from the work life phase of their lives to the retirement phase of their lives.  We learn a great deal from these clients and the lessons are new with each person ... Read More
 

U.S. Ranks 17th in Retirement Security

In a recent study, the U.S. is in the middle of the pack when it comes to retirement security. Of the 43 countries that were assessed, the U.S. ranked 17th in term of health, finances, material well-being and quality of life for its retired citizens.The survey is done by Natixis ... Read More