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Archive For: Retirement

“Retirement Is Not Vacation”

A client told me this the other day and I’ve been pondering ever since. I  think he’s right, although I suspect that many people who are considering retirement think just the opposite. That is, many pre-retirees think retirement is like endless vacation. Well, it’s not. Vacation is typically a time ... Read More
 

Happy Birthday Social Security!

Yesterday Social Security turned 83 years old! Party hats for everyone! On August 14, 1935 President Franklin Roosevelt signed into law the Social Security Act, which is among the most important pieces of personal financial legislation ever created in the U.S. For the majority of Americans, Social Security is the ... Read More
 

Try Before You Buy

“Try before you buy” is pretty good advice for many things in life (think dating a person before you get married) and especially true when it comes to making major decisions in retirement planning. We were talking with a couple recently who are within a few years of retirement. Like ... Read More