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Retirement in Sight

Monthly news and information for current and future retirees.

                                  

July 2021 

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.

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June 2021 

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. 

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May 2021 

May 2021 

PANDEMIC ECONOMY OR NOT, SOME ARE ASPIRING TO RETIRE EARLY

A new study from Hearts and Wallets, a research firm founded in 2010 to study American retirement saving and investing trends, hints that the dream of retiring in late middle age is alive and well, although perhaps in need of a reality check.

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April 2021 

April 2021 

STEPS TO STAYING IN THE ZONE

Today, it can be hard to focus. How can you stay focused with all the distractions, anxiety, and uncertainty brought by the pandemic? Interestingly, the way to maintain your focus might be to unfocus your mind now and then.

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March 2021 

March 2021 

NEED CASH? AVOID TAPPING YOUR RETIREMENT ACCOUNT

Imagine if your 35-year-old self magically appeared in front of you one day and asked for a percentage of your retirement savings or a bit of your retirement income.

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February 2021

February 2021

EVALUATING AN OPPORTUNITY FOR AN EARLY RETIREMENT

The pandemic has hastened the retirement of some baby boomers, and the linked furloughs and layoffs in many industries have led others to wonder if a retirement transition might come sooner than they think. Buyouts became common last year as businesses cut costs. What if you receive one this year? 

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January 2021

January 2021

TO RETIRE, OR NOT TO RETIRE?

For some of us, the coronavirus pandemic has complicated the question. As Yahoo! Finance reports, a Harris Poll study conducted this past summer found that 25% of Gen Xers and 14% of baby boomers think they will retire later than they planned, because of the pandemic’s financial impact on their lives.  Will this perception be fleeting?

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December 2020

December 2020

THIS YEAR THERE IS MORE INCENTIVE TO GIVE

When the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law in March, it broadened charitable tax deduction opportunities. These special 2020 tax provisions are worth reviewing before they expire on December 31, 2020.

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November 2020 

November 2020 

MOST AMERICANS THINK THEY WILL WORK IN RETIREMENT

A life of leisure? That may not be what retirement looks like for baby boomers and Gen Xers—and in fact, it may not be what they want their retirements to look like.

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October 2020 

October 2020 

ARE CAR OR TRUCK COSTS BLOCKING THE ROAD TO RETIREMENT?

While a car or truck can possibly help you make money, autos almost always depreciate. Factor in financing, licensing, repairs, and fuel, and the costs can add up.

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September 2020

September 2020

COULD YOU RETIRE AT 55?

Suppose you suddenly had to, or the opportunity presented itself. This prospect would not call for disregarding your carefully considered retirement strategy, but it would create some challenges.

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August 2020

August 2020

COULD AN INCOME STREAM RUN RIGHT THROUGH YOUR HOME?

Millions of Americans are working from home these days, and you may be one of them. You also may be pleasantly surprised to learn just how much you might be able to earn working from home part time in retirement.

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July 2020 

July 2020 

HAS THE PANDEMIC AFFECTED THE RETIREMENT MINDSET?

Each year, the Transamerica Center for Retirement Studies surveys baby boomers, Gen Xers, and millennials to gauge their perceptions about retiring. The 2020 survey, conducted in April, studied the impact of the COVID-19 pandemic and how it may have affected their outlooks..

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June 2020 

June 2020 

ARE YOU CONSIDERING THE COUNTRY LIFE?

A Harris Poll, conducted in May, of 2,030 U.S. adults found some interesting choices regarding where Americans would like to live at the moment, particularly seniors. The research firm discovered that the appeal of rural areas, or at least, exurban or suburban areas, may be growing as a result of the COVID-19 pandemic.

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

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