Retirement In Sight – March 2021

March 18, 2021 Retirement Insights
QUOTE OF THE MONTH “The life you have led doesn’t need to be the only life you have.” – ANNA QUINDLEN NEED CASH? AVOID TAPPING YOUR RETIREMENT ACCOUNT Imagine if your 35-year-old self magically appeared in front of you one day and asked for a percentage of your retirement savings or a bit of your retirement
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Retirement IN Sight FEBRUARY 2021

February 15, 2021 Retirement Insights
MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES – February 2021 QUOTE OF THE MONTH “If you’re brave enough to say goodbye, life will reward you with a new hello.” PAULO COELHO EVALUATING AN OPPORTUNITY FOR AN EARLY RETIREMENT The pandemic has hastened the retirement of some baby boomers, and the linked furloughs and
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Retirement In Sight January 2021

January 8, 2021 Retirement Insights
QUOTE OF THE MONTH “Vulnerability is the birthplace of innovation, creativity, and change.” – BRENE BROWN TO RETIRE, OR NOT TO RETIRE? For some of us, the coronavirus pandemic has complicated the question. As Yahoo! Finance reports, a Harris Poll study conducted this past summer found that 25% of Gen Xers and 14% of baby boomers
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Retirement Insight December 2020

December 4, 2020 Retirement Insights
Monthly News and Information for Current and Future Retirees December 2020 QUOTE OF THE MONTH “If you don’t like the road you’re walking, start paving another one.” – DOLLY PARTON THIS YEAR, THERE IS MORE INCENTIVE TO GIVE When the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law in March, it broadened charitable tax
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RETIREMENT INSIGHT NOVEMBER 2020

November 4, 2020 Retirement Insights
Monthly News and Information for Current and Future Retirees NOVEMBER 2020 QUOTE OF THE MONTH “In a time of drastic change, it is the learners who inherit the future.” – ERIC HOFFER MOST AMERICANS THINK THEY WILL WORK IN RETIREMENT A life of leisure? That may not be what retirement looks like for baby boomers and
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Retirement Insight October 2020

October 4, 2020 Retirement Insights
Monthly News and Information for Current and Future Retirees OCTOBER 2020 QUOTE OF THE MONTH “Somewhere there’s a score being kept, so you have an obligation to live life as well as you can, and be as engaged as you can.” – BILL MURRAY ARE CAR OR TRUCK COSTS BLOCKING THE ROAD TO RETIREMENT? On a
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Retirement Insight September 2020

September 4, 2020 Retirement Insights
Monthly News and Information for Current and Future Retirees  September 2020 QUOTE OF THE MONTH “Elegance is not about being noticed. It’s about being remembered.” – GIORGIO ARMANI COULD YOU RETIRE AT 55? Suppose you suddenly had to, or the opportunity presented itself. This prospect would not call for disregarding your carefully considered retirement strategy,
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Retirement Insight August 2020

August 4, 2020 Retirement Insights
Monthly News and Information for Current and Future Retirees AUGUST 2020 QUOTE OF THE MONTH “Not everything that is faced can be changed, but nothing can be changed until it is faced.” – JAMES BALDWIN FIGURING OUT WHEN TO START YOUR SECOND ACT Many Gen Xers and baby boomers look forward to retiring on their terms. In
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Retirement Insight July 2020

July 4, 2020 Retirement Insights
Monthly News and Information for Current and Future Retirees JULY 2020 QUOTE OF THE MONTH “We are made to persist. That’s how we find out who we are.” – TOBIAS WOLFF HAS THE PANDEMIC AFFECTED THE RETIREMENT MINDSET? Each year, the Transamerica Center for Retirement Studies surveys baby boomers, Gen Xers, and millennials to gauge their
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Retirement Insight June 2020

June 4, 2020 Retirement Insights
Monthly News and Information for Current and Future Retirees June 2020 QUOTE OF THE MONTH “The real voyage of discovery consists not in seeking new lands but seeing with new eyes.” – MARCEL PROUST YOU MIGHT SPEND LESS – LATER IN RETIREMENT A 2019 whitepaper by the Employee Benefit Research Institute (EBRI) indicates that Americans tend
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