Travel during retirement typically requires more planning and preparation than vacations taken earlier in life. These vacations tend to last longer, and, for a variety of reasons, they can often place you in more vulnerable situations than experienced previously. In addition, later-in-life travel involves financial, estate and health considerations that are usually not as necessary … Continued
You moved to Silicon Valley to pursue career opportunities and then stayed to raise your family. You are now a retired empty nester who has enjoyed clement weather, diverse cultural experiences, superior medical care, and are contemplating how to spend the next chapter of your life. With so many retirement community options available in the … Continued
Imagine for a moment adding 20 healthy years to your lifespan. How might you live your life differently? At what age would you consider retirement? Or perhaps, would you consider starting a second or even third career? How would you positively impact the lives of your family or the broader world at large? As the opportunity to improve … Continued
The tax law changes the time frame for loan repayments from a 401(k). 401(k)’s were largely left alone in this new tax bill, which is a positive outcome for employees who contribute to their company 401(k) plans. The 2018 maximum contribution to a 401(k) plan remains at $18,500, plus a catch up of an additional … Continued