Managing Your Finances After Losing a Spouse: A Practical Guide
If you’ve just lost your spouse, money may be the furthest thing from your mind. But eventually financial decisions will need your attention. Here’s a practical introduction to the process.
Am I Really Ready to Retire? (How to Tell)
“Am I actually ready to retire?” We hear this question all the time from families. They’ve done the saving. They’ve been careful. And now they’re staring at a date on the calendar wondering whether the number in their account is the whole story. It isn’t. Instead of a single calculation, retirement readiness is a set […]
The Income Gap Between Your Last Paycheck and Your First Social Security Check
You retire at 63 and plan to claim Social Security at 67. What covers the four years in between? That window is what we call the income gap, and it tends to arrive during the years a portfolio may be most sensitive to market conditions. Here are four things to map out first. Link in the comments.
3 Retirement Tax Traps Many People Overlook
Retirement planning is about how much you’ve saved and also about understanding how taxes may affect what you actually keep.