Retirement Lifestyle

Retirement Budget Planning: 9 Simple Steps to Consider January 4, 2022 4:00 AM   |  

Ready for retirement planning? Here are nine categories to help you start budgeting for retirement.

4 min read  |  Creating a Budget
Retirement Income Planning: How to Know if You’re On Track December 10, 2020 10:30 AM   |  

Are you on track to have income that lasts throughout your retirement? Learn six steps to help answer this question and create a retirement income plan.

6 min read  |  Plan Distributions
Snowbird Living in a Pandemic: How the Coronavirus Could Affect Winter Tourism September 17, 2020 10:30 AM   |  

Many retirees spend their winters in southern states. But travel restrictions and COVID-19 concerns will likely impact the snowbird lifestyle this winter, especially if the U.S.–Canada border is closed.

5 min read  |  Retirement Lifestyle
Dreaming of Retiring Abroad? 5 Factors to Consider August 14, 2020 10:30 AM   |  

There are some big differences between traveling abroad versus retiring abroad. If you’re thinking about changing your country of domicile when you retire, remember to consider taxes, foreign exchange, health care, and some other things.

5 min read  |  Retirement Lifestyle
Nomad Retirement: Why More Retirees Are Living That #VanLife June 1, 2020 10:30 AM   |  

Want to travel in retirement? Why not consider #vanlife? Learn about the benefits and potential costs of life on the road to help you decide if it’s a lifestyle worth pursuing.

5 min read  |  Retirement Lifestyle
Thinking of Moving to a Low-Tax State? Consider These Factors First January 24, 2020 10:30 AM   |  

When planning for retirement, many people consider moving to states with low income taxes. But there are many other variables to consider, including the total tax burden and overall cost of living, when deciding whether to take the plunge and switch states.

5 min read  |  Retirement Planning
“Unretirees” Rising: Top Side-Hustles for Growing Group December 20, 2019 10:30 AM   |  

According to a recent survey conducted on behalf of TD Ameritrade, a majority of Americans over age 40 plan to keep working after their retirement age. Perhaps it’s time to get a fun side hustle.

5 min read  |  Retirement Income
Boomer U: Lifelong Learning for Seniors Heading Back to the Classroom May 6, 2019 1:18 PM   |  

Seniors are returning to the classroom to continue their education and skills for a more fulfilling and meaningful retirement.

5 min read  |  Retirement Lifestyle
Five Questions to Consider Before Buying a Second Home February 14, 2019 4:00 AM   |  

Do you want to own a second home as an investment or vacation property? Learn why it’s important to look before you leap.

3 min read  |  Savings Goals
Second Act: Opportunities Blooming in Retirement January 15, 2019 2:00 PM   |  

The transition from career to retirement doesn’t have to go straight from the office to the retirement community. Here’s how one woman’s retirement path took a detour through a field of flowers.

5 min read  |  Retirement Lifestyle
Grow Your Retirement Savings to Keep Up With Inflation November 26, 2018 4:00 AM   |  

Here’s why you need to keep your retirement money growing even when you’re already using it (hint: inflation and longevity).

7 min read  |  Retirement Planning
Part of a Multigenerational Home? Managing Household Finances September 21, 2018 4:00 AM   |  

Learn about the benefits and challenges of multigenerational household finances and get details about household financial management.

5 min read  |  Household Finances
Apps for Seniors: Kick Back and Plug In to Technology for Retirees September 19, 2018 4:00 AM   |  

As technology becomes more and more integral to our everyday lives, it’s also becoming a more prominent feature in retirement. Learn some of the apps that are improving seniors' lives.

5 min read  |  Retirement Lifestyle
Hard Rowing Ahead? The Future of Social Security & Your Retirement August 21, 2018 4:00 AM   |  

Unless changes are made in the near future, the U.S. Social Security system may become underfunded, leaving future retiree benefits in doubt. How should you prepare?

3 min read  |  Social Security
If 52 Is My 62: Is Taking Early Retirement Right for Me? July 19, 2018 4:00 AM   |  

Explore how to know when taking early retirement makes sense, and some of the things you should consider before retiring.

5 min read  |  Social Security
Balancing Portfolio Risk and Growth After You've Retired December 26, 2017 11:00 PM   |  

Feeling financially conservative at retirement age? Your golden years need not be totally devoid of growth investments.

2 min read  |  Retirement Planning
Six Retirement Planning Tips to Turn Your Goals into Action June 21, 2017 12:00 AM   |  

When retirement planning, there are many things to consider while assessing your income, expenses and assets. These 6 steps can help turn your goals into acti

7 min read  |  Goal Planning
Attention Snowbirds: Don't Get Hit With Unexpected Tax Bills March 15, 2017 12:00 AM   |  

If you split your time between two residences, proper tax planning should include certainty on your residency status and domicile.

4 min read  |  Retirement Lifestyle
It's Your Time—How to Shed the Worry and Guilt in Retirement March 7, 2017 11:00 PM   |  

You've worked hard to save for retirement, so now it's important to enjoy the fruits of your labor.

4 min read  |  Retirement Lifestyle
Drawing It Down: Think Sequentially to Limit Market Risk January 3, 2017 11:00 PM   |  

When considering how and when to draw down your retirement funds, look beyond the 4% rule and consider sequence of return risk.

2 min read  |  Retirement Planning
Drawing It Down: Tweaking the 4% Rule for Retirement Funds December 27, 2016 11:00 PM   |  

Part 1 of the 4-part "Drawing it Down" series looks at the 4% rule, and why the rule-of-thumb drawdown strategy may be in need of tweaks.

3 min read  |  Plan Distributions
It’s All in the Timing: When Should You Retire? December 12, 2016 11:00 PM   |  

It’s important to determine how much money you need to retire, but another key decision is when to retire. This article features 12 questions to ask yourself.

3 min read  |  Retirement Planning
Retirement Redux: End Your Career. Start Your Dream Job May 14, 2012 8:44 PM   |  

Who said retirement means stop working entirely? An encore career may be a key piece of your financial plan.

4 min read  |  Retirement Lifestyle

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