How to Be a Star at Work with this One Proven Strategy byPeter Axtell, Monday, May 14, 2018 Leave the whine country. I have seen this lesson work wonders on the first day I learned it. It is so simple and obvious as many profound ideas are. The bad news is that people who are unaware of this strategy will drive you crazy. Read More
The Top Five Regrets of the Dying and What We Can Learn from Them byPeter Axtell, Monday, May 14, 2018 Minimize regrets at the end of your life. In this post, I'm going to take on a weighty subject that most people don't want to face and that is the fact of our mortality. Read More
Your Money or Your Life byPeter Axtell, Wednesday, May 24, 2017 How Are You Spending Your Life Energy? In this article, we're going to explore the relationship between money and life energy. Unless you're a trust fund baby, everything you spend money on has to be earned by life energy. How are you spending yours? Read More
How To Plan for a Fulfilling Retirement: Resources for Volunteering At Home and Abroad byJeremy Koch, Wednesday, September 15, 2010 You've worked your whole adult life and have finally saved enough to retire comfortably. The children are grown up and have (hopefully) moved out of the house... Read More
Becoming A Teacher in Retirement byAmy Bernstein, Saturday, May 8, 2010 Advice for those considering a career change to teaching prior to retirement. Emily Brandon, a reporter at US News, hands out some sage advice on what to expect when contemplating a late-life career in teaching. The idea of entering teaching at the end of a career makes sense -- Read More
A Second Career in the Non Profit World byKerry Hannon, Saturday, May 8, 2010 Non-profits are hiring again. Are you ready to make the switch? Read More
6 Things Retirement Calculators Get Wrong byJeremy Koch, Friday, April 23, 2010 An overview of the problems with many online retirement calculators -- and how you can compensate for the shortcomings. Read More
What Your Really Need In Retirement -- Friends byJeremy Koch, Thursday, March 4, 2010 Sylvia Bereskin writes about her first year of life in retirement. Read More
Is a Roth IRA Conversion Right for You? byMark Miller, Sunday, February 28, 2010 2010 is the year of the Roth IRA conversion. But is a Roth right for you? Read More
The Best Websites to Inspire your Encore Career byLin Schreiber, Sunday, February 28, 2010 Career coach Lin Schreiber offers her top website picks for information and inspiration on encore careers. Read More
10 Ways Baby Boomers Will Reinvent Retirement byJeremy Koch, Monday, February 22, 2010 Baby boomers have redefined every life stage they have passed through, and retirement will be no different. Baby boomers have redefined every life stage they have passed through, and retirement will be no different. Read More
Paying Off Your Mortgage Can Boost Cash Flow in Retirement byMark Miller, Thursday, February 18, 2010 Most planners now advise clients to focus on debt reduction as one of the best investments you can make in retirement security. Should you carry a mortgage into retirement? Before the economic crash last year, financial planners advised many pre-retirement and retired investors to invest any free cash in stocks, rather than pay down a mortgage. Read More
How Much Money Will You Really Need to Retire? byMark Miller, Wednesday, February 3, 2010 The old income-replacement rule of thumb calls for replacing 80 percent of your annual pre-retirement income. But it’s a rough estimate--and wrong for our hard-times economy. Read More
The Happiest States byMark Gleason, Friday, December 18, 2009 Novel research shows that sunshine, open space—and fewer people—are what appeal to people in the happiest states. Read More
How to Finance Your Mid-Career Transition byKerry Hannon, Sunday, December 6, 2009 Before plunging into a new career, it pays to make a financial plan that will allow you to stick with your goals. Read More
COBRA health insurance subsidy may be extended byMark Miller, Friday, October 30, 2009 The federal government is considering an extension of the federal subsidy of COBRA health insurance benefits for laid-off workers Read More
Online Financial Calculators: Hit and Miss byKerry Hannon, Thursday, October 29, 2009 Retirement calculators can be a great place to start crafting your financial plan, but take the results with a grain of salt. Read More
Are You Planning for Retirement? byMark Miller, Tuesday, October 6, 2009 Planning for retirement lags Read More
Manage Your Life Portfolio byMark Gleason, Thursday, August 13, 2009 A career advisor suggests that boomers will retire happier if they put as much effort into managing their “life portfolios” as they do into their investment planning. Read More
Looking for a Retirement Career? Don’t Be in Too Big a Hurry byKerry Hannon, Wednesday, August 12, 2009 Financial executive Hank Schmelzer pursued a two-year self-assessment process before stepping into a nonprofit career. Read More
Treat Your Career with the Care You Give Your Most Important Assets byMichael Haubrich, Thursday, July 30, 2009 Your ‘career asset’ is sum total of your time, talent and potential. You need to consider it in terms of its present and future value when considering your long-term financial future and overall life satisfaction. Read More
Welcome To What's Next byJeremy Koch, Wednesday, May 27, 2009 Why We’re Here. No doubt about it -- we live in challenging times. The economy is in turmoil... unemployment is hitting levels not seen in decades... and eighty million baby boomers are moving rapidly toward a stage of life that used to be called ‘retirement.’ Read More
Life Planning byMark Gleason, Tuesday, May 26, 2009 Life planning focuses on the human side of financial planning. It rests on the idea that advisors must discover a client’s most essential goals before formulating a plan to make sure a client’s finances fully support those goals. Read More
Nest Egg Calculator byJohn Roney, Tuesday, May 5, 2009 Do you know how much it takes to create a secure retirement? Read More
Retirement Planner byJohn Roney, Tuesday, May 5, 2009 Do you know what it takes to work towards a secure retirement? Use this calculator to help you create your retirement plan. View your retirement savings balance and your withdrawals for each year until the end of your retirement. Social security is calculated on a sliding scale based on your income. Read More
Income Forecaster byJohn Roney, Tuesday, May 5, 2009 Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement. Your annual savings, expected rate of return and your current age all have an impact on your retirement's monthly income. View the full report to see a year-by-year break down of your retirement savings. Read More
The Incredible Charitable Remainder Trust byMark Levine, Sunday, May 3, 2009 The charitable remainder trust is one of the secret wonders of financial planning. Quite simply, it can help you make more money by giving it away. Read More
Social Security: the Compelling Case Against Filing for Early Benefits byMark Miller, Saturday, May 2, 2009 If you wait longer to start receiving social security, chances are that you will end up with more money for your retirement. Read More
After the Crash, A New Realism Emerges About Retirement byMark Miller, Saturday, May 2, 2009 Boomers are focusing more on saving, planning and sharing in retirement, replacing materialism with a renewed search for meaning. Read More
5 Things to Remember if You Lose Your 401(k) Match byMark Miller, Saturday, May 2, 2009 Insight and advice on what to do if your employer reduces or eliminates its 401(k) match to your individual retirement contributions Read More
Before You Quit Your Job byMark Levine, Friday, May 1, 2009 9 essential steps for aspiring entrepreneurs: If you want to wisely manage your exit from the corporate world, heed these before you quit your job. Read More
Lose Your Health Insurance? A Guide to COBRA Coverage byMark Miller, Wednesday, April 22, 2009 Health insurance can be a big challenge in a career transition. Understanding your options under COBRA may help. Read More
Financial Planning Calculators byMark Gleason, Friday, April 17, 2009 Financial planning calculators and other financial tools to help plan for career change and retirement transition. Read More
Market Facts byMark Gleason, Saturday, April 11, 2009 Baby boomers expect work to be an important part of their lives as they look to the future. Fewer than 20 percent expect to stop working altogether. Read More
Best Remedy for Retirement Security: Don't Retire byMark Miller, Wednesday, March 4, 2009 If you're worried about your financial security in retirement, here's one solution: Work a little longer. Read More
Picking a Financial Planner? 10 Questions to Ask byMark Miller, Wednesday, March 4, 2009 A financial planner can be enormously valuable in crafting a strong retirement plan. But the field is largely unregulated, so it’s critical that you ask the right questions. Read More
A Depressed Market Is an Ideal Time for Roth IRA Conversions byMark Miller, Wednesday, March 4, 2009 Aided by a downturn in the financial markets, you can save big on the income taxes you’d normally incur by removing funds from a tax-deferred IRA and converting them into a Roth IRA. Read More
How to Deal with a Bear Market Near Retirement Age byMark Miller, Wednesday, March 4, 2009 Even if you’re at or near retirement age, selling in a panic is the worst mistake you can make in a bear market. Read More