Posts Tagged ‘Retirement’

Making & Keeping Financial New Year’s Resolutions

Tuesday, January 24th, 2017

How will your money habits change in 2017? What decisions or behaviors might help your personal finances, your retirement prospects, or your net worth? Each year presents a “clean slate,” so as one year ebbs into another, it is natural to think about what you might do (or do...

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Will Baby Boomers Ever Truly Retire?

Tuesday, October 18th, 2016

Baby boomers realize that their retirements may not unfold like those of their parents. New survey data from The Pew Charitable Trusts highlights how perceptions of retirement have changed for this generation. A majority of boomers expect to work in their sixties and seventies, and that expectation may reflect...

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What are the Hallmarks of a Happy Retirement?

Tuesday, May 31st, 2016

There is no absolute answer to that question, but there are some factors that may make retirement more rewarding. The more control you have over when and how you retire, the happier you may be. In surveying retirees for their data-grounded book The Retirement Maze, authors Rob Pascale, Louis...

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Retirement Now vs. Retirement Then

Thursday, March 10th, 2016

Today’s retirees must be more self-reliant than their predecessors. Decades ago, retirement was fairly predictable: Social Security and a pension provided much of your income, you moved to the Sun Belt, played tennis or golf, and you lived to age 70 or 75. To varying degrees, this was the...

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The Chapters of Retirement

Tuesday, February 2nd, 2016

The journey to and through retirement occurs gradually, like successive chapters in a book. Each chapter has its own things to consider. Chapter 1 (the fifties). At this stage of life, retirement becomes less like a far-off dream and more like a forthcoming reality. You begin to think about...

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Dealing With Sudden Retirement

Tuesday, October 27th, 2015

What if you are laid off or forced into retirement before 65, or even before 60? If that happens to you, what do you do in response now that the next phase of your life is starting sooner than you planned? As a first step, gauge where you stand...

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Are You on Target to Reach Your Retirement Goals?

Thursday, October 22nd, 2015

October 18-24 is National Save for Retirement Week – a reminder of the importance of saving and investing with the goal of a comfortable future. Are Americans saving enough for tomorrow? All kinds of articles will tell you that Americans are not. Those articles may not be telling the...

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Retirement Blind Spots

Tuesday, October 20th, 2015

We all have a “blue sky” vision of the way retirement should be, yet it helps to plan for retirement with a little pragmatism. Fate may alter the course of our retirement in ways we do not currently anticipate. So as we plan for the next act of life,...

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When Should We Begin Our Social Security Income?

Wednesday, August 27th, 2014

By Mark Jensen, Associate A question we hear quite often at WFG is “When should we begin our social security income?” This is certainly understandable because so many others struggle with this same issue. So in order to address this subject and help others, I decided to write this blog...

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Managing Retirement Concerns

Wednesday, June 11th, 2014

By Mark Jensen, Associate Clients often come to us at Washington Financial Group because they are trying to manage retirement concerns. This is certainly understandable because so many others struggle with this same issue. So in order to address this subject and help others, I decided to write this...

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