Uncertainty around what your health care costs will be in retirement is a troubling concern for even the healthiest of savers. I have reviewed recent studies with widely varied estimates of needing $65,000 and $200,000 per person at retirement for … Continue reading
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Retirement Rules Gone Awry: Claim Your Social Security As Soon As Possible
The most commonly held belief about how and when to file for Social Security basically boils down to a ‘get it while you can’ strategy. In the past I’ve talked about how many of these commonly held beliefs or referenced … Continue reading
Retirement Rules Gone Awry: Retirement Will Be Stress Free
Imagine being told when you bought your plane ticket that there was a 50% chance you wouldn’t get to your destination at all. Would you accept those odds? Planning a retirement can also be like a journey in that you … Continue reading
Retirement Rules Gone Awry: Spend 4% Yearly
Retirement planning literature has several commonly referenced rules of thumb. In my experience in helping clients plan for retirement and successfully manage their financial lives throughout their retirement years, I have found most rules of thumb apply only by … Continue reading
Retirement Rules Gone Awry: Stocks Equal 100 Minus Your Age
Retirement planning literature has several commonly referenced rules of thumb. In my experience in helping clients plan for retirement and successfully manage their financial lives throughout their retirement years, I have found most rules of thumb apply only by chance. … Continue reading