Retirement Planning

After a one year delay, the new Uniform Lifetime Table became effective on January 1st, 2022.  This means IRA (and […]

This past week, I attended a presentation (via webinar) featuring a prominent retirement researcher, Michael Finke. I made notes on […]

[vc_row][vc_column][vc_row_inner][vc_column_inner][vc_column_text]I wanted to call this post “A Star Is Born,” but I figured that title was pretty much taken. Nevertheless, […]

Prior to the Covid-19 pandemic, approximately 40% of the retirees stopped working sooner than planned as a result of medical […]

On Nov 7, 2019, the IRS proposed updates to the life expectancy tables used to calculate Required Minimum Distributions (RMDs). […]

I can’t think of any expenditure that gives retirees less enjoyment than medical costs. Nevertheless, healthcare is an important spending […]

Most analytical people love spreadsheets…myself included. Personally, I would put Microsoft Excel on my list of top 10 inventions of […]

Last week, I wrote about retirees’ attitudes toward working in retirement and starting “encore” careers. The bottom line was they […]

I’m not trying to convince retirees to go back to work. In fact, I love telling clients that they can […]