Discover the Best Insights for Every Stage of Retirement

How to Invest When You Retire Abroad

If you’re retired and living abroad, don’t play long-distance games with your banking and investments....

When is the Right Time to File for Social Security?

Navigating the choices and options available when you’re deciding when you should start taking Social Security. In this episode of Retirement Revealed, I’m excited to tackle one of the mos...

How to Feel Confident Living Off Your Assets Rather Than a Monthly Paycheck in Retirement

Most soon-to-be retirees have a broad understanding of the differences between living off their assets and living off a monthly paycheck. But making that switch and adjusting to new spending habits ca...

Are there groups like SCORE folur non-executives?

Service Corp of Retired Executives is a volunteer group where former execs can give back- typically to start ups or non profits. Are there any groups with a similar mission where non executives can co...

Thoughts on my journey to retirement in Mexico

I was asked in another post to detail some of my retirement journey- specifically why and how we ended up in Mexico. I’d like to start by acknowledging that because of a fairly high income job f...

Wife wants to move and husband does not

I (64F) retired in December 2019 and husband (63M) shut down his business December 2023. We live in a HCOL area that is getting more crowded, higher crime and more noise and air pollution. I hate it h...

?? 5 Things You Should Know About Annuities (AARP Article)

ANY COMMENTS? ? I DONOT HAVE ANY ANNUITIES! ? FROM ARTICLE - SEE ARTICLE FOR MORE. Whether you’re looking for steady retirement income or a low-risk investment, check the fees and the fine print...

We’re Going On Vacation!

We’re going on vacation! But wait, isn’t retirement, by definition, a vacation? I hate to burst your bubble, but we’ve found that retirement is not, contrary to popular belief, a per...

Dispelling Cost Myths of MEPs, PEPs and GoPs

Ron Surz explains how pooled plans can cut down on costs and administrative burdens for…...

Corporate Roundup: Ascensus Surpasses $1B in State-IRAs, NEPC Names DC Solutions Lead

Ascensus passes $1 billion in state-facilitated retirement plans, NEPC announces new head of…...

NAPA 401(k) Summit: Wealth Management, Retirement Convergence Leads Conversations

The confluence of wealth and retirement advice was a trending topic among panels at the NAPA…...

Going from extreme saving mindset to spending for a good life

I retired literally on the day before the US stock and bond markets began to tank in 2022. So starting my retirement while watching the value of my portfolio go down and down and down while inflation ...

Rural retirement seems like a bad idea

I'm curious about people's opinions and experiences with rural retirement. I've read on this forum and others about folks retirement plans. Many seem to involve moving to an idyllic rural location suc...

Help - Retirement Asset Draw Down Plan

Maybe not a good title. My (64M) wife (63F) retires in less than 3 months. I plan to retire in June of 2025. This will allow us to cobra my wife’s healthcare until she’s 65. We have about ...

Ask Better Retirement Questions

Have you been wondering what retirement is like for real retirees out in the wild? With the success of our Retirement Plan Live series, we decided to try mini-case studies to learn more about what ret...

2024 NAPA 401(k) Summit: Driving Insights and Outcomes With AI

Financial professionals will need to embrace artificial intelligence technology in order to…...

NAPA 401(k) Summit Touches Down in Nashville

401(k) Specialist will be en route to the Music City this weekend...

Gomez: DOL Fiduciary Rule Seeks to ‘Level the Playing Field’

Assistant Secretary of Labor tells NAPA 401(k) Summit audience to actually “read the rule”…...

401(k) Balances Rise 14% in 2023, but Participation Rate Falls

T. Rowe Price’s annual benchmarking report also shows young participants grew their balances…...

Pontera Builds Out DC Partnerships Unit with Trio of Experienced Hires

Jerry Bonnabeau joins in new role as Head of DC Partnerships; Kevin Amoruso as Director, DC…...

NAPA 401(k) Summit: Finalist Presentations Do’s and Don’ts

Day two of the NAPA 401(k) Summit featured recommendations on winning your next finalist…...

completed first 100 days. How are other recent retirees doing?

I'm writing up my accomplishments for first quarter retirement performance review. I skied 15 days, biked 10 days, swam 7 times, did walk to run 6 times, and did 4 day hikes. I didn't count walking an...

Why Our Daughter Chose Homeschooling for High School… and Why I’m Secretly Happy About That

We’re now on the third and final loop of our 9-month monster RV road trip – it’s about time! This is the leg of the journey we’ve been looking forward to from the onset…...

Be Ready For These 10 Tax Surprises, Ep #213

So many of us will be hoping for no tax surprises when preparing our tax returns this year. This is why we want to provide you with a list of common tax surprises to watch for. After working with hund...

I wake up each morning and remember that I’m retired. Then I smile.

I have been retired for 2 years and have loved every minute of it. Run each morning (weather permitting), then hit gym, go play pickleball. Then it’s household chores or just hanging out on the ...

Which Mortgage for Early Retirement? What is Private Credit? - 476

What is private credit and where does it fit in your investment portfolio? At age 60, Hope is tired of working and she’s hoping to retire in 2-3 years. Should she factor home equity into her ret...

SOCIAL SECURITY SCREENING TOOL - collecting SS/survivor benefits overseas

I found this tool today while research if you can collect your social security benefit or survivor benefit while living overseas. The answer is country dependent and is sometimes limited to only 6 mon...

At What Age Should I Work with a Financial Advisor?

Deciding to work with a financial advisor is about more than how much you've stashed away. It's also about determining whether an advisor's benefits outweigh the costs. In your higher earning years, f...

Did not expect the days to fly by so fast

I (66m) retired officially March 1. I had been on family leave since December to care for my dying son at a hospice. I basically lived there. He was a firefighter who fell in line of duty. To experien...

Does it matter if you retire on the first or last day of the month?

My husband is retiring after 50 years at the same company. Pretty astounding in this day and age, right? The question is will it matter if he retires on the first or last day of the month (ex. 7/31 or...