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As Baby Boomers eagerly enter retirement or the final stretches of their careers, their children’s generation appears to view retirement in a much different light. According to a survey by Go Banking Rates, one in five millennials don’t believe they will ever get to retire. Is it just pessimism, or…
While many industries took a beating in 2020, you could say that real estate enjoyed a surprising surge in many areas. With many people eager to move during the pandemic, demand for new housing drove up prices at a surprising rate. As prices continue to soar in some locations, some…
Many things will change in retirement, from your budget to your overall lifestyle. But some things never completely change, and income taxes fall into that category. Most retirees are still required to file tax returns and do pay some amount of income taxes each year. You might be surprised to…
After decades of planning, you might expect your retirement years to unfold just as you imagined. Hopefully that will be the case, but we wanted to warn those of you still in the planning stages: These six things often take retirees by surprise. You might still work. Some retirees simply…
Retirement plans such as the 401(k) and IRA are popular choices, due to certain tax incentives offered by the IRS. Of course, the agency can and does occasionally make adjustments to the rules, so it’s important to stay on top of these changes. Here’s what you need to know about…
Once you enter your fifties, it’s time to get (even more) serious about retirement planning. In your last decade or so of your career, start tackling these seven goals to get yourself on better footing. Pay down debt. You might be earning more money than ever before in your career,…
Everyone wants to maximize their retirement income, so you will often hear that you should avoid claiming Social Security until at least your full retirement age. At age 66 or 67 (depending upon your date of birth) you can claim your full scheduled benefits, and if you wait beyond those…
Retiring without debt, and living free of that burden, is a dream for many of us. So what would it take to make that dream a reality? A conscious budget. Most of us have some basic framework of a budget, but we don’t really designate a certain amount of money…
The coronavirus pandemic has affected us all in different ways, but we all have one important thing in common: Retirement, and our future Social Security benefits, concerns us all. Analysts have predicted some changes to the program in the not-so-distant future, due to the state of the economy. Here’s what…
The SECURE Act, signed into law on December 20, 2019, aims to make retirement planning a bit easier for many Americans. It accomplishes this goal by lifting a few key restrictions that previously served as obstacles for those trying to save for retirement. However, one provision of the law does…
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