A friend told me about one of her colleagues who delayed retirement until he was in his late 60s. For years he told coworkers he would...

A few months after retiring, I offered six initial observations. As I reach my one year retirement anniversary, I want to share six more...

There are two main concerns for retirees when drawing down assets in retirement. The first is longevity risk which is whether they will...

One of the key advantages of retirement plans like 401k accounts, Thrift Savings Plan for federal government employees or traditional...

The 4% Rule Origin Story Many savers are familiar with the 4% rule for drawing down savings in retirement. William Bengen launched the 4%...

Retirement should be a period of low stress, financial security and enjoying time with family and friends. A secure and stable retirement...

Annuities Overview An annuity is a financial product investors purchase to receive a series of future payments. For example, Lars pays...

Where is Your Financial Plan? Are you happy with your current financial plans? Did you follow through on your retirement goals from five...

Walking Away Feels Better Than Expected I always knew it would be nice to retire. But I did not realize, until it was gone, how...

When it comes to spending in retirement we expect the traditional daily expenses of housing, food, utilities and entertainment. However,...

Investors often have a great plan to save for retirement, but neglect to consider how they will drawdown these assets in retirement. Some...

As you reach age 50 it is time to get serious about your eventual transition to retirement or semi-retirement. Consider these ten factors...