Bob Carlson shares miscellaneous advice on retirement and related topics
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This blog post discusses a segment of the population that has household incomes of $500,000 annually or more. But the households basically have all their money committed before its earned aren’t saving enough to replace their incomes in retirement. The phenomenon applies mostly to people in their 30s or 40s who have children. Both parents […]
The home and home equity are the most neglected and misunderstood factors in retirement planning. Since home equity is one of the largest assets of many people, a lot of money is left on the table. Surveys indicate that about 40% of baby boomers plan to move sometime after retiring. Many people assume they’ll downsize […]
The choices of older workers will have a lot of influence on U.S. growth in coming years. The population is aging, and that usually reduces growth. But last year there was a break in a long trend. Older Americans didn’t retire at the same rate as in recent years. Maybe it’s a blip. But maybe […]
This is an unscientific survey from The Wall Street Journal. One of its columnists, Glenn Ruffenach, recently answered a reader’s question about the biggest surprises he found in retirement. He then asked readers to submit their biggest retirement surprises and received a lot of responses. You might need a subscription to read the article. Some […]
You can find plenty of no-cost and low-cost retirement calculators on the Web. The software helps you determine if you have saved enough money for retirement. My advice always has been that it’s best to use several programs, compare the results from the different programs, and prefer programs that let you change all or most […]
Have you followed the recent turmoil surrounding Sumner Redstone, majority owner of Paramount, CBS and Viacom? A few years ago, did you notice the events involving Donald Sterling, once the owner of the NBA’s Los Angeles Clippers? In each case, family, associates and others argued about whether the principal person was mentally competent to make […]
Transportation is one of the largest expenses for most seniors, as I pointed out in our May 2016 issue. Major changes are underway in the U.S. auto market. Consumers who know about them and adopt the right strategies will reduce their transportation costs. Others will be caught in the sea change and increase the percentage […]
You can enter retirement with more confidence and certainty than most retirees. Retirement planning has many projections, forecasts, and assumptions. In other words, there’s a lot of uncertainty in every retirement plan. In addition to the financial issues, many people retire either uncertain about how they will spend their time or with untested assumptions about […]
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