Taxes in Retirement 360

11/23/2019

We've always thought about the accumulation of assets to maintain your quality of life in retirement. But what about decumulation?

Decumulation is more involved than Accumulation and for many people more important. It's worth making a good retirement plan that lays out your plan for efficiently decumulating your assets.

11/21/2019

A new address can have major implications on the health of your marriage, suggests Ameriprise Financial.

Moving in retirement can have a major impact on living standards, target retirement dates and even the health of a marriage, say financial advisors.

11/17/2019

What comes after retirement? Finding a balance is crucial. Here's how to find that balance.

One ratio has nothing to do with finances and is the key to determining whether you’ll have a successful retirement.

11/16/2019

Daily reminder.

11/12/2019

Hold on to those lifelong friendships - they may just save your life!

SuperAgers, men and women over age 80 with extraordinary memories, share a commitment to sustaining friendships.

11/11/2019

It's okay to seek retirement advise. Your future depends on it.

Too many people risk making huge mistakes with their pension savings by turning down meaningful help, says John Fitzsimons.

11/08/2019

Many people wonder what exactly retirement coaching is. We believe it's the most personal and beneficial side of retirement planning, which uses experience, social science, and research to help guide you in the right direction.

Retirement Coaching is the most personal and creative side of retirement planning that looks beyond the dollars and cents

10/16/2019

Where will you live? What if you need help? Who will take care of us? When you don’t have family as a safety net, it’s dangerous to leave the answers to chance.

If you can afford to retire in style, you should definitely check out continuing care retirement communities (CCRCs). They will amaze you with their amenities and opportunities. This is truly aging in the RIGHT place.

10/10/2019

According to Behavioral Economics, "people don’t realize the value that work provides for them, even if they don’t love their current role. It provides structure, purpose, routine, deadlines, social interaction, and many times physical activity, even if that means just walking to-and-from the parking lot."

When all of that is taken away and not replaced with anything specific, we fall into our old, comfortable ways. Don’t fall into this trap! Register for one of our upcoming workshops, today!

10/05/2019

Deciding between a Roth or Tradition IRA doesn't have to be a hard decision.

How do you figure out which account is best for you? Here are five considerations to help you make your decision.

09/27/2019

Baby Boomer Retirement Trends

With nearly two decades of births and 75 million people; it’s not surprising this is the generation that’s redefining retirement and changing how the world perceives aging.

09/19/2019

Are you using these tools?

Retiring is a challenging enough process. We shouldn’t further limit our options by premature rejection of ideas.