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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
 

Jim Croce Song and Retirement Planning

Jim Croce was an American singer/songwriter of the 1960’s and 1970’s. He wrote and sang a number of popular songs including “Bad, Bad Leroy Brown” and “I’ll Have to Say I Love You in a Song.”  One of his other big hits is the point of this blog post, “Time ... 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
 

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