News & Updates
Marshmallows and Social Security
I thought you would enjoy this week’s article as it explains the old “marshmallow test” in answering the question of “should US retirees delay claiming Social Security until age 70, even if they have to
Time to reflect
With one month to go until the new year, it might be a good time to reflect on the status of your retirement savings in order to better understand what your choices and needs will
Insurance needs change when you retire
This week’s article reminds us that “Senior insurance needs are different. Time to drop the disability coverage and review your other plans.” The most obvious insurance retirees need to maintain is health insurance. While most
What matters is if you are concerned
This week’s article highlights a Harris Poll that showed “workers who have been laid off or had their hours reduced amid the pandemic are particularly concerned about their future.” “70% say they are worried about
No, the Tax Laws have Not Changed
We’ve been receiving calls from people thinking that somehow, with the election having just occurred, there are tax law changes that have already been enacted, or that 401(k) and IRA money is slated to be
5 Retirment Mistakes to Avoid during Covid 19
https://www.marketwatch.com/story/5-retirement-planning-mistakes-to-avoid-during-covid-19-2020-08-21
Coronavirus is creating retirement insecurity. These 10 steps can defuse the timebomb of an ageing population
https://www.weforum.org/agenda/2020/08/here-are-10-steps-to-diffuse-the-timebomb-of-an-ageing-population-post-covid19/
Some Critical Moves
This week’s article points out that “Social Security payments are one of the biggest assets that most people have,” and “how you handle that income has an important impact on an overall plan.” A “critical
Aging is an Opportunity
Aging is an Opportunity This week’s article reminds us “silver is the new green”, and that “around the world, people are living longer as birth rates decline.” Because of this, it isn’t just public policymakers
