News and analysis for those planning or living in retirement
Millennials are already thinking about retirement, but are they thinking about the right things? : There’s a lot to consider when planning for retirement, and the longer you have until then, the more factors can change.
SECURE 2.0 offers benefits for the wealthy to advance the middle class: The proposal is a win for some groups, but will it do much to help provide retirement security for all Americans?
One in four Black and Latino seniors has experienced health care discrimination: Discrimination in a healthcare setting can have lasting effects on elderly patients and their well-being.
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More information about the retreat:
13 grocery stores with discounts for seniors (US News Money)
This type of senior is struggling to afford his retirement (Yahoo Finance)
Cut your retirement spending now, says creator of 4% rule (Wall Street Journal)
China is trying to change its problematic retirement age (Quartz)
Back to work but close to retirement? Adjust your plan (Reuters)
Millennials are saving for retirement years earlier than baby boomers (Bloomberg.com)
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3 strategies to help you plan for a successful semi-retirement (Kiplinger)
Only 3 in 10 workers feel ‘very prepared’ for retirement (401K specialist)
How Clients Achieve Flexible Spending in Retirement (Journal of Accountancy)
The mental health crisis is an issue of inequality (Center for Retirement Research at Boston College)
To share with your family, friends and clients:
Do you feel stuck in the pandemic when it seems like everyone has moved on?
Why You Should Retire With More Money Than You Need
I have a government job and a small pension. I plan to work for a few more years. Should I file for Social Security now or wait?
Financial Face-off: When’s the Best Time to Apply for Social Security Retirement Benefits — Sooner or Later?
Want to retire in Portugal for less than $30,000 a year? Check out these seven places