Showing 50 results of 504
M64 wife is 57, no kids. We have just north of 4 mil in liquid assets split between 3 in after tax and 1+ in 401k. How much should we have in real estate vs bonds,equities and annuities? I’m ant...
My wife died last week. We spent 15 years planning our ideal retirement, started to implement 3 years ago by snowbirding/winding down work to a part time schedule. And we fully committed to retirement...
This is a small pension that my wife has from a previous job. Papera came in last week...take a lump sum rollover of $21,500 or wait until she is 65 (2033) and take the $274 per month until she has pa...
Spouse and I are retiring soon and have both greatly reduced our work schedules. We are fortunate to have kids and grand kids living nearby and we also have a 6 month-old Lab puppy. We did not want to...
So, my story is a little different. I stopped working when I was 59 due to medical reasons. I was lucky enough to have had an insurance guy who insisted I take out a private disability when my wife wa...
I'm in the final stage of deciding "the date" I drop the mike and head out to the next chapter. I think the spouse and I have most things we need to consider in place (she's going to slug it out one m...
We recently added a pressure-treated lumber ramp at the front door for my wife's wheelchair. We live in the snow belt along Lake Erie, so I am concerned about how to keep this free of snow and ice. I ...
It's important you get involved in financial planning now so you're prepared and confident to make decisions when you potentially become your own financial manager....
I (61F in a couple weeks) retired in March. My spouse retired 4 years ago. We live in an area with world class medical reasearch and a lot of universities. There are quite a number of local studies th...
My spouse and I are retiring soon and are in that mode of “our house is too big”, “our kids aren’t moving back home”, and “we don’t want to retire here”...
I reflected on the expensive possessions I own, while my wife and children seem indifferent to them. Additionally, I’ve developed new interests, leading me to start selling and buying various it...
We asked expert wealth planners for advice....
My husband and I are thinking of moving from our home in Devon, UK. We have been there for 22 years and in Devon for 40. I'm retiring from teaching next year at 59 and he has just reduced to part time...
Once my wife retires (I am already), we are planning on doing the opposite of snowbirding--spending summers in Maine, spending roughly 3 1/2 months away from our permanent home. What is the best way t...
Episode 487 Whether you’re looking for a spouse with excellent lifetime career earning potential or for a stock market growth opportunity that’s not limited to the narrow Mag7, consider th...
I have a 403(b). My wife has a 401(k). Let's figure out who has the better retirement account and if it matters for our portfolio. The post Wife vs. Husband: A Retirement Account Showdown appeared fir...
I am currently 72.My FRA was 66. I'm receiving SS benefits. I retired at 67 and 5 months. My wife is currently 61. She is a legal permanent resident and has never worked in the US. She is not disabled...
Money conversations fall short when only one spouse is at the table. It’s easy to treat financial planning like another household task to divide and conquer, but unlike errands, your financial p...
My spouse and I have recently retired, and want to move eventually south. I have looked at A LOT of 55+ communities in NC, SC, GA, and FL. When we visited the Bluffton SC area (Hilton Head) I loved it...
We are in our 60s and live in a large, 150+-year-old house that needs a lot of maintenance. My husband is retired. I can retire whenever I want to. We need to downsize sooner or later, and we're tryin...
Out of curiosity, just before or when you retired did you sit with a CFP or CFA to go over investing and tax strategies? I retired 6 weeks ago at 59-1/2 and my wife(56) will still work for a few more ...
Women are poised to inherit significant wealth from their husbands. Here's how they can prepare for it....
Like the title says I went back to working last year due to my husband getting a surprise layoff 3 years ago. He couldn’t find any work and is 7 years older than me. I hadn’t worked the 12...
So I have some questions. What does everyone do with their time? I have some goals that I would like to accomplish, which includes 15+ hours a week of training and several annual trips including overs...
I knew we were probably ready financially to retire, but planned on three more years - I turned 60 last month. However, recent corporate chaos led my wife and me to plan out a "what if," which rapidly...
As MaM suggested and build on u/Odd_Bodkin ‘s post on national parks. Instead of high jacking his post, I’ll start a new one. My wife and I love national parks. We have been to a few and a...
Soon to be 59yo career nurse. My wife and I have about $240k in retirement savings with an anticipated $1100/month pension, $1800-230/month SS, and $200,000-300,00. I was feeling ok about my plan unti...
Recently turned 60 and choose to still work even though I do not need to. My spouse and I came from homes where saving and planing for the future were a priority. We both started saving and investing ...
Today we answer a question from Ken, a recent retiree at 63, about how his Social Security claiming decision impacts his wife’s future spousal benefit. We break down how spousal benefits are cal...
Hi, I am contemplating pulling the plug on my career. 100% disabled vet with a great job that I enjoy but not as much as I used to. Body is getting achier (is that a word)each day. Wife is 62 took ear...
Mr. 1500 Days is a family guy living in Colorado with his wife and two teenage children. He studied biology ... Read more...
My wife and I have been talking about the idea about not permanently setting roots anywhere for a few years after retirement. Wanderlust around for a bit. Go where the weather and food are good for 2-...
Some financial decisions need to be made sooner rather than later. In honor of International Widows' Day, here's what you need to know about gathering documents and contacting government agencies and ...
Just retired after age 59 (64) two months, ago and my wife and I are truly happy and enjoying it! I was an IT guy for 38 years. Wife and I are both the same age and happily married for 38 1/2 years. P...
My previous post really caught fire, and I think it led to some good discussions. I felt it was important to follow up. My wife and I had a great discussion last night. Although she didn’t come ...
My wife and I have been married for 28+ years, and one of the reasons is that we split everything down the middle. I worked for about 40 years, while she became a stay-at-home mom in 1996. Now that we...
My husband just retired at 71. I (63) hope to work several more years - I really love my job. We just put an offer in on a house that is older (1828), larger and on a much bigger lot than our current ...
I have no 401k's, no pensions and no stock, no financial advisor. We've always done everything with our own two hands. We've worked way beyond retirement to help our kids. I f(69) and spouse m(75). My...
hello, I am helping my husband w/his SS benefits application. We started it online, but then paused it because it was too early to submit if he wanted benefits to start at age 70. So my question: His ...
Seven years ago I created a notebook of important papers for our kids/surviving spouse for when one or both of us is gone. One of my summer projects is updating it. For example, I'm giving up on inclu...
So, indeed I'm head over heels in love with my wife. I have it really good. I retired almost 3 years ago & my wife joined me 3 months ago. We're Gen Jones boomers, with my wife truly a last gasp b...
My husband is retiring at the end of June at the age of 60. I’ll be following next February when I turn 60. I would really like to get him a gift to celebrate this milestone, especially since I ...
A healthy blood sugar level can help you avoid type 2 diabetes as you age. If you're married, you can thank your spouse for making that a little bit easier....
My wife and I are looking to move to a Latin American country (Mexico, Costa Rica, or Panama) and I'd like to know if anyone has recommendations on legal services that can help with the process of app...
We retired in 2016, I wanted to retire and my better half (wife) had to. I find it impossible to accept that this was 9 years ago. We are doing fine after a few bumps along the way. The time flew by a...
I love my job and I love my wife. Can't I have both?...
Hello all! I am officially 591/2 and counting down to my retirement in less than 2 months. :-) My husband graciously suggested we have a party. I agree I should celebrate such an accomplishment in my ...
Spouse and I are covered under my prior employer’s plan under I turn 65. At that point coverage terminates and I become eligible for Medicare. However, spouse doesn’t turn 65 until 2 month...
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySophia DoumaniTo read on CBS2 News, Click Here BOISE, Idaho (CBS2 News) —Losing your spouse can b...
It’s been a while and our reader cases are piling up, so without further ado, it’s time for another reader case! Greetings FC and W!!! I’m normally a “Live quietly amongthe mas...