Paying down your mortgage as you approach or reach retirement may provide peace of mind and financial benefits. Or, it could potentially cost you tens of thousands of dollars if you accelerate the payments. What is the best approach of carrying a mortgage in retirement for your situation?
Like learning curling, deciding the optimal claiming age for Social Security may seem easy from afar. Once you get into the details, it can indeed be more complicated – and consequential.
Knowing when to claim Social Security is a critical decision for retirement. Before you make that decision, it is important to understand the fundamentals of how Social Security retirement benefits are calculated and the nuances around the basic rules.
Did you know that you may want to work “in retirement”? There is a growing trend of people working in semi-retirement, and the evidence highlights many benefits from working in retirement. Whether it is paid work or volunteer work, your retirement will be more fulfilling if you were engaged in these kinds of endeavors.
Retirement may offer a great trigger point to take a fresh approach at life and begin anew. It’s a great time to look for renewal of the mind, body, and spirit. True fulfillment is retirement won’t only be enhanced with proper renewal, but it’s essential.
Having relationships in retirement may be the most important aspect of well-being in retirement. Find out why you need to be proactive in retirement and discover ways to design your ideal life around your connections.
This retirement podcast episode suggests that planning your ideal retirement includes focusing on one aspect of inner well-being, “Leisure or Play”. While the ideal retirement does not involve all Leisure, it is nevertheless a huge part of one’s retirement. There are tips and tricks to make the most out of your leisure opportunities.
Looking to reduce income taxes? In this episode of a top retirement podcast (The Retirement Oasis), the hosts explore basic tax planning concepts and a high-level overview of select tax planning strategies leading up to retirement.
Determining when and whether to retire involves knowing your number - what size of investment portfolio do you need to retire? The details matter.
What are the activities that lead to a fulfilling retirement? Hint: it's more than just relaxation and leisure. You can get there with the right planning and mindset.
The retirement period can be an amazing period in one's life. Although the word "retire" means "to withdraw", that is the last thing you want to do in retirement. We explore the well-being model as a framework to finding fulfillment in retirement.
We cover the goals of the retirement podcast, upcoming content, and general format. Learn more about the hosts of this podcast and why they are passionate about financial planning.