News and analysis for those planning or living their retirement


From MarketWatch:

I’m 35 and a father of four, and I have $ 135,000 in retirement savings. We have always lived paycheck to paycheck. ‘What am I doing wrong?’: Sometimes people feel like they’re not doing enough for their retirement, even though they don’t have much money to save. Here is what you can do in these cases.

5 reasons why you are not hired if you are over 40: Ageism in the hiring process is a real challenge – here are some things to watch out for.

“Until now, I have been a waiter at the table”: I am 32 years old and I have just started a new job in a factory. I have a 401 (k) and an emergency fund. What can I do to retire at 55? : Early retirement is a top priority for some young Americans, but what planning should be done first?

Also on MarketWatch:

The million dollar decision under the control of every investor

Body farms, human composting, conservation cemeteries: why I wanted to create a better plan for my end of life directive

Are you planning an early retirement? Watch out for these tax traps

Will Medicare Continue to Cover Telehealth?

You don’t have to be Warren Buffett to donate your vacation to make a difference

4 end-of-year moves to make with your retirement portfolio

Social security, health, taxes, savings: key figures to remember for Americans in 2022

More info on the retreat:

Why an economist says 401 (k) still isn’t “a real retirement plan) (Yahoo! Finance)

SSA early retirement offers attract less than 200 employees (Federal News Network)

3 voters in a retirement shelter accused of electoral fraud (AP News)

Retirement costs for Pennsylvania school districts, taxpayers will continue to rise in 2022 (PennLive)

A Year-End Checklist for Getting the Most Out of Retirement Savings (Waco Tribune-Herald)

Her retreat is dedicated to Bringing Solar Power to Communities in Africa (WTVR)

Debt Ceiling Deal Avoids Potential Retirement Savings Squeeze (NAPA)

Research and overview:

Where 401 (k) and Retirement Savers Need Help: T. Rowe Price (Benefits PRO)

8 Steps Women Need To Take To Close The Pension Gap (GO Bank Rates)

Why postponing retirement could prevent dementia (Next Avenue)

Academics tout using 401 (k) assets to increase Social Security income (financial advisor)

Medicaid to Help Fill Gaps in Care for the Elderly (Center for Retirement Research at Boston College)

To share with your family, friends and clients:

We’re 58, saved $ 1.3 million and two homes, but ‘I’d give myself a B- grade’ for retirement planning

How To Do Good For Others While Helping Your Finances – A Year-End Guide to Charitable Giving

5 Benefits For Workers That Can Help You With Your Finances Next Year

Why my retreat will not include a “bucket list”

This 93-year-old great-grandmother says anyone under the age of 80 might love these useful holiday gift ideas for the elderly in their lives

Don’t let a Social Security employee advise you on what could be one of the most important decisions of your life


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