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Archive For: Retirement

Time Is Your Friend

Warren Buffet, the legendary business owner, said, “Time is your friend. Impulse is your enemy.”  He was referring to the value of compound interest and the suggestion to not make quick investment decision based on how you feel at any one moment. I seem to be reminding clients of this ... Read More
 

Common Retirement Planning Mistakes

Richard Thaler was awarded the Nobel Prize in economics last week. Thaler is the first person who works in the new field of behavioral economics to win this coveted prize. Traditional economics assumes that people behave rationally when it comes to money matters and, of course, people don’t. So in ... Read More
 

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