When changing jobs or retiring, one important decision you will face is what to do with your employer’s retirement plan (401(k), 403(b), pension, SIMPLE or SEP IRA, etc.). In most cases a 401(k) to IRA rollover makes the most sense,READ MORE
Pre-Retirement
During a long drive through the beautiful Sierra Nevada mountains it occurred to me that while most of the trip may be long stretches on the same road, missing a planned exit for a different direction can derail your wholeREAD MORE
With Valentine’s Day just a couple days away, it seems timely to talk of l’amour—or more specifically, about marriage and love in retirement. Is Retirement Hazardous to Marriage and Love? The divorce rate among baby boomers has nearly doubled inREAD MORE
Protecting against potentially catastrophic health care costs is one of the most important financial planning steps you can take. For most families in America, that protection comes from employer-provided group health insurance. But what happens when that coverage comes toREAD MORE
“Can I really stay in this home for my whole retirement?” If you’ve ever had this thought, but put it off for another day, you’re not alone. Many seniors take a “wait and see” approach—simply carrying on in their currentREAD MORE