Developing an eye for retirement scams
How can you tell if a retirement-planning pitch is a scam? Sometimes, you can't. When it comes to your nest egg, however, treating every pitch as though it could be...
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Gift-tax avoidance can create other family problems
Q I am 80 and shall retire very soon. My wife and I are contemplating moving to live with my daughter's family. We are considering building an addition (such as...
Weigh your spending to determine your savings
Honestly, do you know how much money you spent last year? A lot of people would say they do, but they don't. They know their household gross salaries and their...
Social life important in retirement
Friendships matter in retirement, but how do you cultivate them during a career-dominated life? Ask Penny Hall, who spent the last 19 years of her career running a rehabilitation clinic...
5 things retirees should know about their taxes
Waiting in line at a free tax-preparation service for 60-plus seniors, Gerald Kleman clutched a thin manila envelope with his annual paperwork. The 67-year-old retired butcher has outlived his previous...
5 things retirees should know about their taxes
Waiting in line at a free tax-preparation service for 60-plus seniors, Gerald Kleman clutched a thin manila envelope with his annual paperwork. The 67-year-old retired butcher has outlived his previous...
RV lifestyle can lead to freedom
Her e-mail nickname, "roadabode," says it all. Evanne Schmarder is only 44, but she's been living what many people consider a retiree lifestyle for a decade with her husband, Ray,...
Take control of costs, investment choices, exit strategies in your retirement plan
Getting serious again about socking away money for retirement? You're not alone. Eight in 10 employers who cut or suspended their 401(k) match last year plan to restore it this...
Mental health problems get new attention
With all the costly physical ailments that can crop up in retirement, mental health issues can get pushed aside. But this year there are new incentives for addressing them under...
Best time to retire is more than just about how old you will be
You may have spent a lot of time thinking about what age to retire, but have you thought about the date? The month you retire can affect benefits and vacation...