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My wife (of 35+ yrs) has earned much less than I have over the years. The calculators all say my wife should start drawing SS at 62 and I should start drawing at 67. If I die before I start drawing, w...
Now 11 months out and i haven’t convinced my wife. She thinks I should stay another 18 months until our kids are out of college. Apparently I need to prepare a PowerPoint and binder like I&rsquo...
I am 64 and will retire from my job in 10 months. My wife is 63 and stopped working about 5 years ago, went back to get an accounting degree, got a job that she hated and quit. That job entailed us mo...
SECURE 2.0 introduces a significant new provision for the surviving spouse of a deceased participant in an employer retirement plan. The new law enhances tax treatments for surviving spouses, especial...
I'm 63 and plan to retire in a month. In my life I have had many different self-images: as an athlete, a student, a soldier, a worker, husband, father. It didn't matter that I wasn't particularly good...
Retirement is fast approaching. Our Fidelity rep says that we have more than enough, in fact, we could retire now (60) if we wanted. My spouse says that we must prepare for the worst so we rarely spen...