Blog

13 Nov

More Choices, More Confusion

Part II of a series on 401(k) best practices. Read Part I. The attitude toward retirement was changing back in the early 1980s. The concept moved from retirement as a reward given by the company for a long and loyal career, to one of personal responsibility. Employees loved the control they could have with the […]

25 Aug

Preparing for Retirement Part Three: Spending

What You Really Need to Know There are events in our lives that we can accurately call momentous. Marrying, having children, buying a home, changing careers—all of these and many others, including retirement, qualify. Preparing for these life changes should involve creating a spending plan. You may have already estimated your income in retirement, likely […]

17 Apr

Preparing for Retirement Part Two: Emotional

Retirement is about much more than money. At retirement, you enter a very different phase of life, one where your time is your own. No longer will you be slave to the alarm clock, nor will the boss have a say about where you are and what you do. For most of us, the prospect […]

15 Mar

Preparing for Retirement Part One: Finances

While you also need to consider emotional, physical and organizational aspects of retirement, the one most people worry about has to do with money. Let’s take a look at ways you can prepare financially for this big event in your life. Income How much money you will have to live on? Make a list of […]