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Retirement in Sight for May 2022

MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREESPRESENTED BY AAA RETIRE – MAY 2022 QUOTE OF THE MONTH “Age is just a number. Life and aging are the greatest gifts that we could possibly ever have.” CICELY TYSON RETHINKING RETIREMENT Some of the “conventional financial wisdom” circulating about retirement […]

THE RETIREMENT REALITY CHECK

THE RETIREMENT REALITY CHECK Little things to keep in mind for life after work. Presented by AAA Retire Decades ago, there was a book entitled What They Don’t Teach You at Harvard Business School. Perhaps someday, another book will appear to discuss certain aspects of the retirement experience that go […]

Retirement in Sight for April 2022

MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES PRESENTED BY AAA RETIRE- April 2022 QUOTE OF THE MONTH “To me, retirement means doing what you have fun doing.” DICK VAN DYKE A SPRING CLEANING FOR YOUR RETIREMENT STRATEGY Spring cleaning: you tidy up, organize, and put things in order. You can […]

Inflation’s Overreach

 What do The Dukes of Hazzard, M*A*S*H, and The Love Boat all have in common? They were top-rated television programs in 1982; the last time inflation was hovering in the 7% range. When inflation is running hot, you can feel its overreach in almost every corner of the economy. People […]

Retirement in Sight for March 2022

MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES PRESENTED BY AAA RETIRE- MARCH 2022 QUOTE OF THE MONTH “The biggest adventure you can ever take is to live the life of your dreams.” OPRAH WINFREY A STRATEGY FOR MONETARY GIFTS FOR FAMILY Have you ever thought about giving financial gifts […]

Getting (Mentally) Ready to Retire

Getting (Mentally) Ready to Retire Even those who have saved millions must prepare for a lifestyle adjustment. Provided by AAA Retire A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression and the fear of drawing down their […]

Retirement In Sight

MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREESPRESENTED BY AAA RETIRE – FEBRUARY 2022 QUOTE OF THE MONTH “You can’t be that kid standing at the top of the waterslide, overthinking it. You have to go down the chute.” TINA FEY GUARDING AGAINST THE FOUR COMMON MONEY BIASES  Our […]

Retirement Preparation Mistakes

Retirement Preparation Mistakes Why are they made again and again? Provided by AAA Retire Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees. Calling them “mistakes” may be a bit harsh, as […]

RMDs Get a Small Reprieve 2022

RMDs Get a Small Reprieve 2022 brings new life expectancy tables Provided by AAA Retire, LLC For the first time in nearly 20 years, the IRS has released updated actuarial or life expectancy tables. Those who take required minimum withdrawals (RMD) from retirement accounts may already know we use these […]