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Tag Archives: retirement

Retirement Weekly: News and analysis for those planning for or living in retirement

From MarketWatch: Want to retire, but can’t quite yet? Welcome to ‘barista FIRE’: The “financial independence, retire early” movement doesn’t always mean leaving a 9-to-5 job immediately. Sometimes aspiring early retirees need a transition gig, like this one. A dire situation for women’s retirement, and what’s being done about it: Women have unique financial challenges when planning for retirement, i… ...

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Retirement Weekly: How to handle an inherited IRA

Q.: Hello Dan, when I inherited several traditional IRAs from my husband, I chose to place them into inherited IRAs. My husband and I were both born in the same year. I’m currently under 59½. Is there any penalty or rules against transferring these inherited IRA or BDA accounts into IRAs under my name now or a few years down ...

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Retirement Weekly: The most important step in retirement finance

A journey of a thousand miles begins with one step. Lao Tzu, the ancient Chinese philosopher, wasn’t directing his now-famous comment to retirees and soon-to-be retirees. But he very well could have been. That’s because there is a tendency among investors and advisers alike to overlook the simple and mundane aspects of retirement finance, however important they might otherwise be, ...

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Harvard Business Review: How Retirement Can Change Your Identity

Studies show that people who are able to afford a full retirement – and who will also be healthy enough to enjoy it – are generally much happier in retirement since their working life is behind them, and they can instead spend their time doing the things they enjoy doing. However, when a critical component of a person’s identity – ...

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