Securing A Future

If you don't keep up with financial news, you may have missed this story about a new bill The House has recently passed. It's called Secure 2.0, and, as the name implies, the goal is to help secure a better retirement for US citizens. As luck would have it, the Senate is also on the [...]

By |2022-05-31T10:32:43-04:00May 31st, 2022|Retirement Income Planning|Comments Off on Securing A Future

What’s Your Number? 65… 66… 67… 68

No, we’re not counting sheep or bottles of beer on the wall today. We’re talking about retirement age! Most Americans, according to CNBC, are hoping to retire by the age of 62. Wishful thinking? Maybe. 62 is also the age at which people can first claim Social Security retirement benefits, so long as they are [...]

By |2022-05-23T13:08:19-04:00May 24th, 2022|Retirement Income Planning|Comments Off on What’s Your Number? 65… 66… 67… 68

When Gauging Progress Towards Retirement, Avoid Fixating on a Single Number

We’re used to assessing our wellbeing through metrics. Newborns are immediately given a numbered assessment for things like skin tone, breathing, and reflexes. School children regularly take standardized tests to determine their grade level in reading and math. High schoolers focus on their GPA and SAT scores. And as adults our routine check-ups involve tests [...]

By |2022-05-06T13:05:37-04:00May 10th, 2022|Retirement Income Planning|Comments Off on When Gauging Progress Towards Retirement, Avoid Fixating on a Single Number

Retirement Investing: When Boring is Good

If a friend describes the latest spy novel as “about as interesting as watching paint dry,” or a review says the plot of an award-winning film “is like watching grass grow”—you take that information as a warning. The book and the movie are boring. And the last thing you want when you’re looking for entertainment [...]

By |2022-04-22T11:18:59-04:00April 26th, 2022|Investment Management, Retirement Income Planning|Comments Off on Retirement Investing: When Boring is Good

6 Tips for Happy Retirees

When most people think about retirement, they tend to think of it in terms of numbers. “How much money do I need to retire?” “How are my investments doing?” “Are all of my income sources going to cover my expenses?” “Will I run out of money?” And yes, the tangible details are important (it’s the [...]

By |2022-04-18T13:15:52-04:00April 19th, 2022|Retirement Income Planning|Comments Off on 6 Tips for Happy Retirees

Healthcare Costs: A Risk to Your Retirement You Should Be Planning For Now

Saving for retirement has been likened to climbing a mountain. It’s an ambitious goal. It requires long-term effort and an experienced guide. Progress is sometimes slow as you work your way around obstacles. But when you finally reach the summit, you can just relax and enjoy the view. That’s the idealized version, anyway. In real [...]

By |2022-03-11T12:05:49-05:00March 15th, 2022|Retirement Income Planning|Comments Off on Healthcare Costs: A Risk to Your Retirement You Should Be Planning For Now

How Saving for Retirement Creates Resilience—Financial and Otherwise

It’s the wish of every parent that their children will experience a better standard of living than they did. And yet, people who grew up poor and are now raising their kids in affluent surroundings talk about a downside. Never having experienced want, their children simply take their comfortable lifestyle for granted. New York Post columnist [...]

By |2022-03-04T11:34:43-05:00March 8th, 2022|Retirement Income Planning|Comments Off on How Saving for Retirement Creates Resilience—Financial and Otherwise

Why Worrying About the Things You Can’t Control Holds You Back From Reaching Your Goals

We have a friend who’s a devoted fan of his university’s football team. When he watches them play, he wears a team hat and hopes they win. When they lose, he puts the outcome in perspective. There’s always next week. It’s only a game. But he didn’t used to be this philosophical. Several years back [...]

By |2022-02-25T12:26:08-05:00March 1st, 2022|Financial Market, Retirement Income Planning|Comments Off on Why Worrying About the Things You Can’t Control Holds You Back From Reaching Your Goals

The Kind of Inflation You Can Control

A friend who sold cars for a living once pointed out a prestigious imported brand and stated that, in general, anybody you saw driving one really couldn’t afford it. His evidence was, of course, anecdotal. But maybe not too far off. People like paying more than they ought to for nice cars. Edmunds reported that [...]

By |2022-02-11T13:44:37-05:00February 15th, 2022|Retirement Income Planning, Theus Wealth Advisors|Comments Off on The Kind of Inflation You Can Control

Millennials Expect to Work During Retirement

Younger generations are often unfairly characterized by their elders. In the late 1960s the Greatest Generation, who grew up during the Depression, accused baby boomers of being anti authority. Some were. When their turn came, the baby boomers said that the millennials (those born between 1980-2000) were lazy and entitled. Some have been. But this [...]

By |2022-02-07T15:23:11-05:00February 8th, 2022|Retirement Income Planning, Theus Wealth Advisors|Comments Off on Millennials Expect to Work During Retirement
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