It’s embarrassing to admit in a public forum that I failed at retirement. But I’m doing so—because I think people can learn from me, and thereby avoid making the same mistakes. I spent my entire 38-year career in the banking industry. Naturally, I learned a lot about money and investing. I helped thousands of clients […]
Read MoreIn planning for retirement, couples tend to focus on money. They ask, “When can we afford to retire?” But there’s another question that’s often more fraught: Where should we live? Ideally, they agree to stay put or move to a place they both like. In many cases, however, tensions erupt as they express differing views over […]
Read MoreIf you’re about to retire, you may be wondering whether you should start claiming your hard-earned Social Security benefits now. Here are a few key factors to consider in making that decision. Key Takeaways You can collect Social Security as early as age 62, but your benefits will be permanently reduced. The longer you can […]
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