Q. My husband and I plan to retire in the next 5-10 years. We’ve been saving, but we’re not sure we have enough to retire comfortably. Is there any one place to look at all of the costs of retirement to figure out how much we will … [Read more...]
Print This PageCritter Corner: Caregivers and Planning for Retirement
December 6, 2019 by
Dear Bebe,I stopped working full time when I was 45 to begin caregiving for my mother and it's been fifteen years now. I have worked part time jobs here and there, but I have nothing that’s going to provide me any type of … [Read more...]
Print This PageCritter Corner: Retirement Expenses You May Not Think About
November 1, 2019 by
Dear Angel,My husband and I are planning for retirement and trying to figure out our expenses. We have considered fun expenses, such as travel and hobbies and many not-so-fun expenses, including health care, day-to-day bills, … [Read more...]
Print This PageWhen Your Aging Parent Is Running Out of Money
November 1, 2019 by
Q. My mother, Rosie, is 97 years old. She is still mentally sharp and she pays her bills on time. She does need some help physically, ever since she broke her hip from a fall a few years ago. Besides the broken hip, she has … [Read more...]
Print This PageWhat Does the Future of Retirement Look Like?
July 30, 2019 by
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...]
Print This PageCritter Corner: How Does the Tax Act Change Things for Seniors?
February 22, 2019 by
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...]
Print This PageTake Advantage of This Popular Social Security Claiming Strategy Before It Ends This Year
February 5, 2019 by
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...]
Print This PageHow to Prepare for Retirement When a Recession is Looming
August 14, 2018 by
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...]
Print This PageAre you Ready for Retirement? Advice from Warren Buffett
May 23, 2018 by
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...]
Print This PageMastering the Non-Financial Aspects of Retirement
September 8, 2017 by
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...]
Print This Page
