Category: Retirement
Retirement
January 11, 2017
Retired? Challenge Yourself

During the last three months of 2016, some 800,000 Americans over age 65 dropped out of the workforce (click on chart at left), aka entere...

Retirement
December 21, 2016
Retirement Outside the Box

Once again, Carl Richards has nailed a complex topic -- retirement -- with his “back of the napkin” sketches.  In a recent New York Times artic...

Financial and Business Planning
April 25, 2016
Roth IRA, Regular IRA, 401(k), SEP, HSA or 529 Plan? A Chart to Help You Decide

Roth IRA, regular IRA, 401(k), SEP, HSA, 529 Plan -- when it comes to savings accounts, it really is an alphabet soup. Add in all the different fea...

Social security card and $100 bill
Financial and Business Planning
March 30, 2016
Ex-Spouses and Social Security

In January 2016, LNWM's Kristi Mathisen warned about a serious snag in the new Social Security rules: "Former spouses (in a marriage that lasted ...

Retirement
September 03, 2015
To Retire or Not to Retire?

“To retire or not to retire” is no longer the question, it seems. These days, most Americans over 50 are gradually phasing into retirement, inst...

Retirement
March 25, 2015
IRA Transfers: New Rules to Keep in Mind

Retirement planning here at LNWM usually includes strategies for IRA accounts – not just where to invest IRA assets but just as importantly, how t...

Retirement
February 05, 2015
Retirement Spending: How Much Is Enough?

“Will I run out of money?” For people at or near retirement, this is a hot topic. And understandably so since retirement can last 30, 40 or even...

Retirement
November 13, 2014
Retirement Planning? Don’t Forget Healthcare

What's most important for a happy retirement? It is health, said the vast majority of retirees surveyed (81%) in a recent study, followed by financi...

Retirement
June 18, 2014
Social Security Boot Camp at LNWM

Will Social Security be there when you retire? How do you maximize your benefits? Andy Landis, one of the foremost experts on Social Security, answe...

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