Retirement Articles
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For Those Turning 80
The essayist Joseph Epstein is turning 80 years old and, naturally, wrote an essay about it. It has some wit, insight, and, of course, grumpiness. Some of the reflections are personal, while others generational. My generation grew up with memories of the country’s one good war—World War II—hummed the sophisticated music of the Gershwin brothers, […]
Opportunities for Phased Retirement
More and more companies are giving employees a choice in addition to continuing to work full-time or retiring full-time. The phased retirement plans allow a long-term employee to switch to part-time work. That allows the worker to ease in to retirement and maintain the structure and social contacts of work. It also lets the company […]
Tips for Living to 100
Spain has the highest life expectancy of any country, and it has more than 100,000 people age 100 or older. This article interviews a number of these centenarians and reports their advice for living to 100 or longer. Most of the men and women Comas interviewed showed a zest for life and an interest in […]
Looking Forward to 2017
We could have a very interesting year in the markets in 2017. We are in one of those rare periods when investors, analysts and economists are in general agreement about the outlook. For the most part, they are optimistic about economic growth, and that in turn makes them optimistic about earnings and stock prices. They […]
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Managing Portfolios Amid Political and Market Volatility
Just hours after the Nov. 8 U.S. election results were known, Wall Street’s analysts and economists decided they knew exactly what a Donald Trump administration would mean for the economy and markets. Investors agreed so readily that the first two years of Trump policies already seemed to be reflected in the markets within the first […]
Building Brain Fitness
The money fears of retirees and pre-retirees grab most of the headlines. But what retirees are most likely to fear is becoming a burden on others and being unable to take care of themselves, especially because of reduced cognitive function. Yet, you really can help your brain remain fit and relatively young, reducing the risk […]
Finding States That Are Retiree Tax Havens
Taxes, especially when all types of taxes are added together, are one of the largest expenses of most retirees. State and local taxes are a big portion of the taxes paid, and many people don’t realize the total they’re paying in all those taxes. Of course, some states are considered high-tax states and others are […]
Arranging Your Finances to Make an IRA Conversion Less Costly
Last month, we addressed the different factors to consider when evaluating whether it makes sense to convert a traditional IRA to a Roth IRA. While a Roth IRA has many benefits, there is a cost to the conversion. You have to include the converted amount in gross income as though it were distributed to you […]
