Category: Retirement Insight


Retirement In Sight, March 2022

Retirement In Sight, March 2022

MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES    Q U O T E  O F  T H E   M O N T H “The biggest adventure you can ever take is to live the life of your dreams.” – OPRAH WINFREY   A  S T R A T E G Y  F O  … Read more

Retirement In Sight, February 2022

Retirement In Sight, February 2022

MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES    Q U O T E  O F  T H E   M O N T H “You can’t be that kid standing at the top of the waterslide, overthinking it. You have to go down the chute.” – TINA FEY   G U A R D  … Read more

Retirement In Sight, January 2022

Retirement In Sight, January 2022

MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES    Q U O T E  O F  T H E   M O N T H “We contain all the ages we have ever been.” – ANNIE LAMOTT   HOW  M U C H  W I L L  S A V I N G  A N   … Read more

Retirement In Sight, December 2021

Retirement In Sight, December 2021

MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES    Q U O T E  O F  T H E   M O N T H “Often when you think you’re at the end of something, you’re at the beginning of something else.” – FRED ROGERS   W H E N  Y O U  A R  … Read more

Retirement in Sight, November 2021

Retirement in Sight, November 2021

MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES    Q U O T E  O F  T H E   M O N T H “The possible’s slow fuse is lit by the imagination.” – EMILY DICKINSON   I F  T H E  S E C U R E  A C T  2.0  B E  … Read more

Retirement in Sight, October 2021

Retirement in Sight, October 2021

ROBOCALLS, ROBOTEXTS: PROTECT YOURSELF, AND YOUR MONEY    Are you getting more unwanted text messages on your phone than you used to get? That is partly the result of a good thing – robocalls have declined. Robotexts, however, have increased. As robotexts bilked Americans out of $86 billion in 2020, you want to be wary  … Read more

Retirement in Sight, September 2021

Retirement in Sight, September 2021

POSSIBLE CHANGES FOR CATCH-UP CONTRIBUTIONS    Since 2002, Americans aged 50 and older have been permitted to make annual “catch-up” contributions to popular retirement accounts – but according to Vanguard’s 2021 How America Saves report, just 15% of retirement savers do. One factor may be the limits on these contributions. Many pre-retirees who are old  … Read more

Retirement in Sight August, 2021

Retirement in Sight August, 2021

CAN HAVING THREE GOOD FRIENDS PROMOTE A HAPPY RETIREMENT?   We can reasonably say that the more money you retire with, the more potential you have to enjoy retirement. Now, what about friendship? If you maintain some strong friendships and an active social circle after age 60, can that make a big difference in the  … Read more

Retirement in Sight July, 2021

Retirement in Sight July, 2021

Is Financial Health A Factor In Your Overall Health?   Data from a newly released Harris Poll of more than 1,000 U.S. workers suggests that a majority of pre-retirees might answer “yes” to that question. Sixty-six percent of respondents to the poll identified their financial health as a component of their overall well-being. In fact,  … Read more

Retirement in Sight June, 2021

Retirement in Sight June, 2021

Could A Second Secure Act Tweak Retirement Rules? When the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law in 2019, it altered retirement plan contribution and distribution rules. There may be an encore. The Securing a Strong Retirement Act of 2021, nicknamed SECURE Act 2.0, has bipartisan support on Capitol Hill, and  … Read more