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Should You Prepare to Retire on 80% of Your Income?

Should You Prepare to Retire on 80% of Your Income? Examining a long-held retirement assumption. A classic retirement preparation rule states that you should retire on 80% of the income you earned in your last year of work. Is this old axiom still valid, or does it need reconsidering? Some new research suggests that retirees...
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Why Don’t All Affluent People Become Wealthy?

Why Don’t All Affluent People Become Wealthy? Perception, hesitation, & poor decisions are factors. Why do some people let their potential for lifetime wealth slip away? Some people are better off economically at 30 or 40 than they are at 50 or 60. In some cases, fate deals them a bad hand. In other cases,...
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The Behavior Gap and Your Financial Health

The Behavior Gap and Your Financial Health How might it affect you? “It turns out my job was not to find great investments but to help create great investors,” writes Carl Richards, author of “The Behavior Gap.” From increasing our budget mindfulness to taking a steadier approach to investing, Richards has drawn attention to how...
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Couples Retiring on the Same Page

Couples Retiring on the Same Page Agreeing about what you want from retirement is crucial. What does a good retirement look like to you? Does it resemble the retirement that your spouse or partner has in mind? It is at least roughly similar? The Social Security Administration currently projects an average retirement of 18 years...
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The Retirement Reality Check

The Retirement Reality Check  Little things to keep in mind for life after work. Decades ago, there was a book entitled What They Don’t Teach You at Harvard Business School. Perhaps someday, another book will appear to discuss certain aspects of the retirement experience that go unrecognized – the “fine print”, if you will. Here...
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Are You Retiring Within the Next 5 Years?

Are You Retiring Within the Next 5 Years? What to focus on as the transition approaches You can prepare for the transition years in advance. In doing so, you may be better equipped to manage anything unexpected that may come your way. How much monthly income will you need? Unfortunately, there is no “magic” number...
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