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Retirees, Your Finances Need an Annual Checkup
Financial Planning An annual review should include going over your budget, taking a look at your investment portfolio and making sure you have the right beneficiaries listed on life insurance.
To Be Happy Now, Live Like You’re Already Retired
happy retirement Why wait until you’re retired to do all the things that can make you happier, healthier and more fulfilled? Instead, start now. Here’s how to live like you’re retired, even when you’re not.
By Jacob Schroeder, Manager of Investor Education Publishedhappy retirement
Video Games Aren’t Just for Teenagers
Empty Nesters Playing video games can help retirees stay mentally sharp and stave off loneliness by connecting them with a community.
By Alina Tugend PublishedEmpty Nesters
Fulfilling Ways to Spend Retirement
Empty Nesters Community service, religious pursuits and personal interests top the list.
By Janet Bodnar PublishedEmpty Nesters
How Cruise Ships Are Setting Sail During COVID
Travel Retirees wanting to take a cruise should plan for additional safety measures, such as temperature checks and wearing a mask in public areas.
By Alina Tugend PublishedTravel
Finding a Sense of Purpose in Retirement
Healthy Living on a Budget Religion and mentorship are both fulfilling paths for retirees.
By Janet Bodnar PublishedHealthy Living on a Budget
Money Can’t Buy Happiness: 4 Secrets to a Happy Retirement
happy retirement You know the saying: Money can’t buy happiness. While that may be true, there is one thing you can do financially to impact your happiness in retirement, and that’s proper planning.
By Tony Drake, CFP®, Investment Advisor Representative Publishedhappy retirement
Peering Past the Pandemic
Travel I’m looking forward to a time when lunches with the girls (or guys), volunteering and travel will resume.
By Janet Bodnar PublishedTravel
When Only One Spouse Retires
Making Your Money Last Retirement in any form can upend a couple’s relationship, but when both spouses used to work full-time and only one retires, that reconfiguration raises its own challenges and benefits.
By Alina Tugend PublishedMaking Your Money Last
Planning to Sell Your Home in Retirement? Downsize Costs Along With Space
Budgeting In this hot real estate market, consider the costs of buying and selling a house along with the expenses associated with your new digs.
By Patricia Mertz Esswein PublishedBudgeting