The old adage reminds us that “those who fail to plan, plan to fail.” This sentiment is undeniably true in the arena of retirement planning. It helps explain a dismal statistic often cited by Rajiv Nagaich: while 90 percent of seniors hope to age in place, only about...
Every so often, a story comes across our desks that demands our full attention. We experienced that late last year when we first encountered this deeply moving column in the Wall Street Journal. It chronicles the lives of Glenn and Karen Ruffenach, a couple who...
It is no coincidence that “retirement” and “relocation” are frequently linked in our minds. Many seniors view this milestone as a chance to be truly footloose, finally choosing a home base that perfectly suits their lifestyle. Moving in retirement is a recurring theme...
Why are so many older professionals staying on the job years longer than previous generations? The reasons for delaying retirement are often deeply personal. Some employees continue working out of financial necessity, while many others choose to stay because their...
These days, people are getting all kinds of advice from so-called influencers on various social media platforms. Investment advice offered by self-styled “experts” is one common example. A few months back, we read a Wall Street Journal column in which financial writer...
