Retirement

TAKE A CLOSE LOOK AT THOSE OLD CHINESE BOWLS AND VASES YOU INHERITED

March 20, 2015

HOW TO GET AN APPRAISAL?

Watch the related WEALTHTRACK episode.

REVIEW YOUR RETIREMENT PLAN AND IF YOU DON’T HAVE ONE, GET ONE

February 20, 2015

REVIEW YOUR RETIREMENT PLAN AND IF YOU DON’T HAVE ONE, GET ONE

  • Workers with a financial plan much more confident about retirement than those without a plan
  • Easy to get a retirement plan check-up online

ONLINE CHECKUP

JONATHAN POND’S SMART PLANNER

  • Online financial planning service
  • Access anonymously
  • Low-fee

SHERYL GARRETT’S GARRETT PLANNING NETWORK

  • Hourly Advice over the phone, or in person
  • Local Financial Planner vetted by Garrett

Watch the related WEALTHTRACK episode.

READ FALLING SHORT: THE COMING RETIREMENT CRISIS AND WHAT TO DO ABOUT IT

January 23, 2015

READ
FALLING SHORT: THE COMING RETIREMENT CRISIS AND WHAT TO DO ABOUT IT

– Charles D. Ellis, Alicia H. Munnell and Andrew D. Eschtruth

HELPFUL PERSONAL FINANCE ADVICE FINANCIAL ADVANTAGES OF:

  • Working longer
  • Taking Social Security later
  • Using home as source of retirement income

Watch the related WEALTHTRACK episode.

EXPLORE LONG-TERM CARE INSURANCE SOONER RATHER THAN LATER

June 27, 2014

Watch the related WEALTHTRACK episode.

CALCULATE HOW MUCH MONEY YOU NEED TO RETIRE COMFORTABLY

July 26, 2013

CALCULATE HOW MUCH MONEY YOU NEED TO RETIRE COMFORTABLY

  • Review assumptions using new approaches
  • Maximize your social security benefits
  • Consider impact of insurance products:
    • immediate annuities
    • longevity insurance
    • long term care insurance

RETIREMENT CALCULATORS

T. Rowe Price
Fidelity

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