Planning For Retirement

One of the best things about retirement is freedom. Without the shackles of work weighing you down, you can choose how to spend your day, and where you’ll spend it. One of those freedoms is where to live. But despiteREAD MORE

We were recently asked to help someone who had a very unusual problem with her 401(k). While the combination of problems was unusual, the situation illustrated several common mistakes people make. In this case, the combination of mistakes compounded intoREAD MORE

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

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