Results for "On Retirement"

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Older boomers embrace retirement, study finds

December 6, 2017

A funny thing happened on the way to retirement. For many boomers, fear of the unknown gave way to contentment once they got to the other side. Six out of 10 retired boomers feel better than expected about their retirement, according to a new...

Women and retirement planning: Walk a mile in her shoes

October 4, 2015

Women think about retirement planning differently than men. Marcia Mantell gets it. Women are completely comfortable talking about many “M-word” topics ranging from marriage and motherhood to mammograms and menopause, Ms. Mantell writes...

Preparing for the next Bronze Age

October 6, 2013

Do you hear the drumbeats warning of an impending retirement crisis growing louder? I do. You can tell that a situation has reached a tipping point when traditional opponents agree that something must be done. A few months ago, two powerhouses...

CFP exam is a test of mettle, too

September 29, 2013

Last month, my colleague Mark Schoeff Jr. filed a story about a recent survey showing that more than half of college students who had completed financial planning coursework at three universities had decided not to sit for the national exam...

Time to replace the three-legged-stool myth

May 26, 2013

It is time to retire the three-legged stool — the well-worn analogy for retirement security. Face it: With disappearing pensions and inadequate personal savings, the remaining — wobbly — leg of Social Security makes retirement income look...

A call to arms for all Mad Men

April 21, 2013

Bashing the retirement services industry has become a national pastime. The story goes like this: The majority of American workers are ill-prepared for retirement because they were deprived of the comfy pensions that were their God-given right....

Helping clients in their search for an encore career

November 4, 2012

My older siblings are often my inspiration in researching and writing about retirement. My sister Sue, who will turn 70 next April, has been trawling for a part-time job ever since the dentist she worked for decided to retire last year. After...

Social Security delay? The numbers don't lie

June 8, 2014

Financial advisers often ask me how they can persuade their clients to delay collecting Social Security benefits. Although there is no one-size-fits-all answer, the right claiming strategy usually depends on a client's health, wealth and work...

Financial wellness trend gives advisers an opening

May 25, 2014

Workers have long looked to their employers to provide health insurance and retirement benefits. But as the costs and responsibility of choosing and paying for those benefits have shifted to employees, financial advisers play an important role...

Changes to Part D prescription drug plans in 2014 that every adviser should know

November 7, 2013

Want to give your retired clients a reason to count you among their blessings this Thanksgiving? Offer them a few tips on how they could save money on their prescription drugs next year by shopping for a new Medicare Part D plan now. Although...

Last chance for clients to save on drug costs

December 1, 2017

There are only a few shopping days left—and I'm not talking about storming the local mall or clicking your way through to fulfill your loved ones' holiday wish list. I'm referring to something that can save older Americans significant...

Confusion over Medicare provides opportunities for financial advisers

October 7, 2012

With so many people now working past 65, clients often ask their financial advisers when they should sign up for Medicare. As is often the case with complicated government programs, the answer is: It depends. Generally, anyone who has paid into...

Beyond the automatic 401(K)

November 3, 2013

There is no denying that recent 401(k) plan innovations of automatic enrollment, auto-escalation features and qualified default investment alternatives have gone a long way to improve retirement plan participation and savings rates. Using “nudge...

How returning to work affects Social Security benefits

November 21, 2013

I received a great question from a reader today asking how his Social Security retirement benefits might be affected if he returns to work next year. Peter, who retired early and began collecting reduced benefits, will reach his full retirement...

Retiring south of the border

September 9, 2012

Traditionally, retirees in search of warm weather, year-round sunshine and lower taxes relocate to places such as Florida and Texas. But the Great Recession took a heavy toll on many Americans' retirement dreams. In the wake of lost jobs, shrunken...

Retirees just want to have fun, Merrill Lynch study says

May 12, 2016

An oft-cited maxim in financial planning circles is that the average American spends more time planning a vacation than planning for retirement. Perhaps that is a good thing because for many Americans, retirement looks as if it could be one...

Longevity can be an asset in retirement

March 28, 2016

When it comes to retirement planning, longevity is considered one of the four major risks to one's savings, along with market risk, inflation risk and interest rate risk. But the forecasted surge in the number of Americans 65 and older over...

Is age 70 the new 65 for retirement?

December 8, 2013

Due to increases in Social Security's delayed-retirement credit, the real retirement age is now 70, according to a recent research paper from the Center for Retirement Research at Boston College. Social Security benefits increase by 8% per year...

Health care exchanges aren't meant for retirees

October 20, 2013

The new health insurance exchanges have dominated headlines in recent weeks, with tales ranging from computer glitches that have prevented millions of uninsured Americans from signing up for coverage to a federal government shutdown triggered...

Unraveling mystery of lump-sum payments

October 20, 2013

Quite a number of retirees are receiving a lump-sum payment when they apply for Social Security benefits, and that led one financial adviser in San Leandro, Calif., to ask me to explain these mystery payments. “I have been hearing from clients...

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