Retirement

How to Be a Star at Work with this One Proven Strategy

by Peter 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.

The Top Five Regrets of the Dying and What We Can Learn from Them

by Peter 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.

Your Money or Your Life

by Peter 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?

How To Plan for a Fulfilling Retirement: Resources for Volunteering At Home and Abroad

by Jeremy 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...

Becoming A Teacher in Retirement

by Amy 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 --

A Second Career in the Non Profit World

by Kerry Hannon, Saturday, May 8, 2010

Non-profits are hiring again. Are you ready to make the switch?

6 Things Retirement Calculators Get Wrong

by Jeremy Koch, Friday, April 23, 2010

An overview of the problems with many online retirement calculators -- and how you can compensate for the shortcomings.

What Your Really Need In Retirement -- Friends

by Jeremy Koch, Thursday, March 4, 2010

Sylvia Bereskin writes about her first year of life in retirement.

Is a Roth IRA Conversion Right for You?

by Mark Miller, Sunday, February 28, 2010

2010 is the year of the Roth IRA conversion. But is a Roth right for you?

The Best Websites to Inspire your Encore Career

by Lin Schreiber, Sunday, February 28, 2010

Career coach Lin Schreiber offers her top website picks for information and inspiration on encore careers.

10 Ways Baby Boomers Will Reinvent Retirement

by Jeremy 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.

Paying Off Your Mortgage Can Boost Cash Flow in Retirement

by Mark 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.

How Much Money Will You Really Need to Retire?

by Mark 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.

The Happiest States

by Mark Gleason, Friday, December 18, 2009

Novel research shows that sunshine, open space—and fewer people—are what appeal to people in the happiest states.

How to Finance Your Mid-Career Transition

by Kerry 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.

COBRA health insurance subsidy may be extended

by Mark 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

Online Financial Calculators: Hit and Miss

by Kerry 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.

Are You Planning for Retirement?

by Mark Miller, Tuesday, October 6, 2009

Planning for retirement lags

Manage Your Life Portfolio

by Mark 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.

Looking for a Retirement Career? Donâ€™t Be in Too Big a Hurry

by Kerry Hannon, Wednesday, August 12, 2009

Financial executive Hank Schmelzer pursued a two-year self-assessment process before stepping into a nonprofit career.

Treat Your Career with the Care You Give Your Most Important Assets

by Michael 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.

Welcome To What's Next

by Jeremy 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.’

Life Planning

by Mark 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.

Nest Egg Calculator

by John Roney, Tuesday, May 5, 2009

Do you know how much it takes to create a secure retirement?

Retirement Planner

by John 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.

Income Forecaster

by John 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.

The Incredible Charitable Remainder Trust

by Mark 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.

Social Security: the Compelling Case Against Filing for Early Benefits

by Mark 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.

After the Crash, A New Realism Emerges About Retirement

by Mark Miller, Saturday, May 2, 2009

Boomers are focusing more on saving, planning and sharing in retirement, replacing materialism with a renewed search for meaning.

5 Things to Remember if You Lose Your 401(k) Match

by Mark 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

Before You Quit Your Job

by Mark 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.

Lose Your Health Insurance? A Guide to COBRA Coverage

by Mark Miller, Wednesday, April 22, 2009

Health insurance can be a big challenge in a career transition. Understanding your options under COBRA may help.

Financial Planning Calculators

by Mark Gleason, Friday, April 17, 2009

Financial planning calculators and other financial tools to help plan for career change and retirement transition.

Market Facts

by Mark 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.

Best Remedy for Retirement Security: Don't Retire

by Mark Miller, Wednesday, March 4, 2009

If you're worried about your financial security in retirement, here's one solution: Work a little longer.

Picking a Financial Planner? 10 Questions to Ask

by Mark 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.

A Depressed Market Is an Ideal Time for Roth IRA Conversions

by Mark 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.