Retirement Blog

A few years ago, cautious investors living in retirement put their savings in long-term U.S. bonds and happily collected 6 percent. Today, that isn’t much of an option because rates are below 2 percent. Even conservative investors like my CPA husband can’t find much good to say about that rate of return — no matter

My mother would roll over in her grave if she knew that I wrote about money and occasionally put my personal experiences with it in print for anybody to read. So I thought it wasn’t at all surprising when the Transamerica Center for Retirement Studies asked women in their 50s and 60s if they ever

In honor of the Dr. Martin Luther King Day of Service, here are some thoughts on retirement planning that don’t rely on accumulating a large pot of money. Not everything that contributes to a financially stable retirement costs money. If you can accumulate these five assets, you are well on your way to a comfortable

Our grown children were with us for the holidays, and during that time, we talked to all of them about money and retirement planning — ours and theirs. A few weeks after the last of them left, I’m still chewing over our conversations. The good news is that our older two are in much better

Winnebago Chairman of the Board Bob Olson, 60, is hanging up his work boots this month. After 43 years of working for a company that promotes leisure travel, he and his wife Kathy are going to follow company advice and take an extended Winnebago road trip. “We’re going to spend a month on the road.

The cost of health care is a real retirement planning wild card. That makes being able to depend on Medicare coverage a blessing, even if it’s not the total answer. Bankers Life, which is a provider of Medicare supplement and Advantage programs, surveyed Americans between the ages of 47 and 75 who had household incomes

Our retirement planning ought to insure that we can stand on our own two feet without relying on somebody else’s help, but it’s a good feeling to know that if things don’t go as planned,  a family member will be willing to step in and help out. It doesn’t matter what generation they are, Americans

One result of the Great Recession was a terrifying decline in 401(k) values that hit people who were too heavily invested in their employer’s stock especially hard. Many of those employees and former employees have sued, saying their employers were wrong in requiring or even encouraging workers to invest in company equities. Attorney Gerald L.

The University of California system is introducing a new phased-in retirement plan to encourage older university staffers to retire over a maximum three-year period. This program is likely to become a retirement-planning trend. The state of California has sharply curtailed funding of its university systems, explains spokeswoman Dianne Klein. The cutbacks came at a time

As you prepare for retirement, are you more concerned about money — how to convert your savings into a lifelong income stream — than about the radical change of lifestyle you will experience when you quit your job for good? Apparently, many retirees are having difficulty coping. The January issue of Investment Advisor reveals a