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Category Archive:
Retirement


Home is Wherever You Make It – Aging in Place

“There’s no place like home.”1

Conjuring an image of ‘home’ was a lot easier for Dorothy than it is for people who are on the cusp of retirement. After all, isn’t retirement supposed to be a new start? Aren’t retirees supposed to wave goodbye to friends and family as they head for new adventures in warmer climates? Shouldn’t the latter decades of life be spent traveling in golf carts down palm-lined streets and tipping umbrella-studded cocktails?

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Options for Former Employer’s Retirement Plan

Here’s a riddle for you: Some people are reluctant to start me, unless I’m automatic. I’m frequently exhausted when I don’t roll over. I’m sometimes left behind. Retirees devour me. What am I?

Answer: A retirement savings plan.

New jobs often come with a lot of excitement and steep learning curves. Consider this example scenario:

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Medicare Premiums and Copayments

More than one-half of working Americans know little or nothing about Medicare costs.1 Not knowing can be expensive.

On average, people who haven’t yet retired estimate they’ll spend approximately $50,000 on health care after retirement, according to a 2014 survey.1 In reality, studies suggest it will cost almost five times that amount – even when retirees have Medicare coverage.1, 2

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Retirement Readiness Tasks

When Fidelity Investments asked couples how much they think they will need to save for retirement to maintain their current lifestyle, 48% had “no idea.”

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