What Does the Future of Retirement Look Like?

Charles and Laura, both 67, recently retired and decided to relocate from Northern Virginia to the Shenandoah Valley. They enjoy the slower pace, quieter neighborhoods, and natural beauty of the serene mountains. Their monthly … [Read more...]

Critter Corner: How Does the Tax Act Change Things for Seniors?

Dear Magic, I am working on my 2018 taxes now. I understand that the Tax Cuts and Jobs Act is in effect for this year's taxes. How does this tax reform affect U.S. citizens ages 65 and older? Any financial credits still available … [Read more...]

Take Advantage of This Popular Social Security Claiming Strategy Before It Ends This Year

Fred is 68 and collecting Social Security. His wife Lisa will be 66 in the spring and plans to retire. To maximize her Social Security, Lisa is considering filing for spousal benefits at 66 and then delaying the filing for her … [Read more...]

How to Prepare for Retirement When a Recession is Looming

The current bull market is the second longest in history. However, the excitement over tax reform is beginning to fade somewhat. Someday our long run of economic growth could end in a damaging recession, and the way things are … [Read more...]

Are you Ready for Retirement? Advice from Warren Buffett

Mike has worked for the federal government since he graduated from college. He estimates that he will retire in ten years, and he wants to make sure he is prepared when he does. His wife, Lily, is a consultant, who does not have … [Read more...]

Mastering the Non-Financial Aspects of Retirement

Q. My husband and I are close to retirement age. The life we’ve known so far has included working at our full-time jobs, occasional social events with friends, visits and holidays with family, and the every-day things associated … [Read more...]

Should You Collect Social Security Earlier for a “Happier Retirement?”

For years, Social Security experts were suggesting that seniors wait as long as they could to collect their Social Security benefits. But the tide is turning, and now, some experts are saying to go ahead and collect your benefits … [Read more...]

U.S. Life Expectancy Has Declined for the First Time Since 1993

Last Wednesday, The Economist's “Business of Longevity” conference took place, attracting world-renowned experts in aging. One of the main themes of the conference was the need to change the way we think about longevity, as we are … [Read more...]

Critter Corner: I Am Nearing Retirement- What to Consider

Dear Angel, The day I have been dreaming about for most of my adult life is almost here. In fact, at work yesterday, I met with human resources and my boss and started planning for my last days at work. With all this excitement … [Read more...]

“Life Reimagined”- Guidance for Retirement Planning

Are you at a point in your life where you’re asking, “What’s next?” You’ve finished one chapter and you have yet to write the next one, and this one involves an empty nest, no more commuting to the office,  lots more time for … [Read more...]