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Retirement Choices

CCRC Series: What Do I Need to Know About Continuing Care Retirement Communities?

by
Rick Fine
MBA, RMA®, CFP® - Principal and Director of Financial Planning

June 11, 2019

The picture shows 2 retired people, to represent CCRCs.

Many of our clients asked about retirement options. I researched and wrote a series of articles on Continuing Care Retirement Communities.

Sensible Scenarios: Law & Retirement

by
Laura Williams
CFP®, ChSNC® - Senior Financial Advisor

May 7, 2019

Steve and Maria Henderson, both attorneys, have moved around a lot since they got married. There were colleges and law school, and then, internships and some pro-bono work in an economically depressed area of the US. Now they’re in Massachusetts and are considering making it their permanent home. They’re even contemplating making the switch from [Learn more…]

Retirement can be a Scary Proposition – Part 2

by
Rick Fine
MBA, RMA®, CFP® - Principal and Director of Financial Planning

December 23, 2015

Investment risk and its potentially negative consequences can be a scary proposition for retirees, who might find it difficult to recover from a significant market downturn. By restructuring your portfolio to include more predictable retirement income, you can greatly increase the probability that your retirement assets will sustain you through retirement. To increase income predictability, [Learn more…]

Retirement Can Be Scary, But It Needn’t Be

by
Rick Fine
MBA, RMA®, CFP® - Principal and Director of Financial Planning

October 29, 2015

The picture shows a full moon at night to represent the scariness of retirement.

Why is retirement so scary? If someone identifies closely with their job, and has no outside interests, leaving work can be frightening.

Are You Saving Too Much for Retirement?

by
Rick Miller
Ph.D., CFP® - Founder

December 24, 2013

A recent Wall Street Journal article argues that people may be saving too much for retirement. The author spoke to a number of experts and identified several reasons that rules of thumb may be misleadingly high. The key points are important, and all are worth some thought. “The financial industry’s typical rule of thumb—which states [Learn more…]

The Future of Retirement (Video)

by
Rick Miller
Ph.D., CFP® - Founder

October 14, 2011

MarketWatch’s Robert Powell hosts a panel discussion on the future of retirement, including financial risks, lifestyle choices and working in retirement, with benefit experts Joseph Coughlin, Kathryn McCabe Votava and Rick Miller.

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Recent Posts

The image is of a cabin in the woods because the article is about buying a retirement vacation home.

Should We Buy a Retirement Vacation Home?

Is buying a retirement vacation home a good idea? As with most financial and life decisions, it depends on your situation. 

The picture is of two giraffes looking in opposite directions. This represents the differences between banks and custodians.

What Are the Differences Between Banks and Custodians?  

What are the differences between banks and custodians? What are they, how do they operate, and why do we choose them?

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