How Does Losing Your Job Later in Life Affect Retirement?
Personal Planning 09/10/2025

Losing your job late in your career can be life altering. It’s more difficult to re-enter the workforce for someone over 50 and, more importantly, your income stream is interrupted during peak..

Wishful Thinking Is not a Good Retirement Plan
Personal Planning 08/27/2025

Knowledge has its limits. Just because you know all the reasons you should do something, doesn't mean you'll actually do it. For example, there are nurses who smoke cigarettes, paramedics who drive..

The People You Should Talk to Before You Retire
Personal Planning 08/13/2025

Imagine that you get to go on a long-anticipated trip to Hawaii. But instead of going through the hassle of deciding in advance, on the first day of your vacation, you just hop into your car and..

Rewirement
Personal Planning 08/06/2025

AT&T CEO, Amy Chow, decided to retire after 32 years with the company. But she wanted to avoid the two mistakes’ executives often make when they retire.1 The first is to retire completely from any..

Life Expectancy and Retirement Planning
Personal Planning 07/23/2025

One of the key variables in retirement planning is longevity. There's a big difference between drawing down your nest egg over ten years or needing it to last for twenty. To get an idea of how long..

What You Don't Know About Estate Planning Can Hurt You
Personal Planning 07/09/2025

A colleague was lamenting how slow and costly it was to sort out his parents' estate after they had both passed away. His father thought that by setting up a trust, everything would be easily..

How a Trial Retirement Can Help You Make a Better Plan
Personal Planning 06/25/2025

Retirement is a phase of life you've never experienced before. How you plan to spend your post-work life can give valuable insight before you make major decisions. Christine Benz, who writes about..

Millennials Say Debt is Responsible for Their Retirement Savings Shortfall
Personal Planning 06/18/2025

The temptation to acquire something now but not pay for it until later is probably as old as humanity. There's the ancient biblical story of Esau, who traded his future inheritance for a bowl of..

Should You Buy Long-Term Care Insurance?
Personal Planning 06/04/2025

According to LongTermCare.gov, nearly 70% of those age 65 and over will require long-term care at some point in their lives. This includes care at home (paid and unpaid) as well as at nursing and..

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