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Tag: #thevillasgesflretirement #thevillagesfl

3 Steps to a Retirement Income Plan: Nobel Prize Winner Helps You Figure Out Your Best Options for a Secure Future

Figuring out how much income you need during retirement and formulating a retirement income plan is the most important aspect of financial planning. Don’t believe me? Well, the theory is advanced by Robert C. Merton, recipient of the 1997 Alfred Nobel Memorial Prize in Economic Sciences and Distinguished Professor of Finance at the MIT Sloan School of Management. (Hear him on The NewRetirement Podcast here.) Merton believes that the most important aspect of retirement planning is to estimate your retirement income and insure that it is adequate to cover your spending. He rejects the focus...

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8 Fantastic Reasons to Work in Retirement (4 Have Absolutely Nothing to Do with Money)

Most retirees (69% according to the Employee Benefit Research Institute, EBRI) have never worked in retirement. However, EBRI research shows that there are many highly compelling reasons to have a job and only half of them (and not even the most popular reasons) have to do with money. It turns out that many retirees work because of lifestyle considerations and personal fulfillment. Below are the top 8 reasons to work in retirement according to EBRI research. The least cited reasons (the last 2 on the list below) are somewhat surprising. Do these any of these benefits make you want to “unretire”...

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Financial Wisdom from Jack Brennan, Former CEO of Vanguard

Jack Brennan is the former CEO of Vanguard. He was the handpicked successor to the legendary Jack Bogle who fundamentally changed investing with the introduction of index funds. (An index fund is an passive investment in a sector or entire market. It is a low-cost and effective way to invest for long-term growth.) Vanguard revolutionized the investing landscape with index funds and by aligning themselves directly with investors, driving down fees, and popularizing passive investing. Brennan recently joined Steve Chen, founder of NewRetirement, on The NewRetirement Podcast. Below is some of...

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Which Countries’ Citizens Enjoy the Best Retirement? (Guess Where the U.S. Ranks?)

So, which country’s citizens enjoy the best retirement? According to the Global Retirement Index Report from Natixis Global Asset Management, the citizens from these 10 nations rank highest: Iceland Switzerland Norway Ireland New Zealand Sweden Denmark Canada Australia Luxembourg The United States has been holding steady in the last few years as the 17th best place to be retired (out of 43 ranked countries). 3 Issues Threatening Retirement Security You have seen the headlines about a retirement crisis in the United States. Most households have not saved nearly enough. However, retirement...

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The 17 Best Places to Retire in the World: Explore Unexpected Locations!

You might be surprised by some of the best places to retire in the world. A growing number of American retirees are moving to extremely far-flung locations. They find that retiring overseas can be more affordable and more fun than staying in the U.S. When evaluating life in another country, you’ll want to consider what you are leaving behind here in the United States, but also what you are gaining as an expatriate. Here are 17 of the best places to retire in the world — including some truly unexpected places. Get ready for some fun browsing! First, A Note on Coronavirus Most of...

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Q2 2021, Quarterly Financial Review: Make These 4 Updates to Your Plans

How are your financial plans, goals and wishes coming along? As we enter the third quarter of 2021, it is advisable for you to review your plans. Quarterly reviews are a good financial habit that will help you achieve a wealthier and more secure future. (Learn more about the importance of a quarterly check in.) Below you will find: Key updates to make now How to assess your plan after making Q2 updates Q2 (and historic) metrics to help you benchmark your plan Recent enhancements made to the NewRetirement Planner The most popular articles from the last three months 4 Key Updates to Assess...

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The Complete Guide to Reverse Mortgage Interest Rates and Fees

Many people are concerned about the costs associated with a Reverse Mortgage, as well as the impact interest rates have on both how much can be borrowed now and the future balance owed. However, if you want or need equity from your home — either now or perhaps during an emergency,are not willing to relocate to a smaller home,don’t want to or are unable to face regular loan payments, andare comfortable reducing the size of your estate left to your heirs… … then the upfront costs of a Reverse Mortgage should not be a significant issue. Additionally, understanding how interest...

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Podcast: Taylor Schulte — Stay Wealthy

Episode 60 of the NewRetirement podcast is an interview with Taylor Schulte — the founder of Define Financial and the Stay Wealthy Retirement Podcast — and discusses tax and legacy planning, as well as what are and how to use Donor Advised Funds (DAFs). Listen Now: Don’t miss out on future episodes: subscribe on iTunessubscribe on Stitcher And, join our private Facebook Group to discuss this podcast, suggest topics and learn with our growing community. Callouts: The Stay Wealthy PodcastDefine Financial Full Transcript of Steve Chen’s Interview with Taylor Schulte:...

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Social Security Strategies: 15 Easy Tips for Making the Best Decisions

Signing up to start Social Security is simple. However, finding the right Social Security strategy for you can be complicated but VERY worthwhile. Here are 15 tips for making the best Social Security decision: 15 Social Security Strategies For Almost Everyone 1. Delay the start of benefits for as long as possible This Social Security strategy is not true for everyone, but it is true for the vast majority of everyone. The longer you wait to start Social Security, the bigger your monthly paycheck (and lifetime payout) will be. As a general rule of thumb: Don’t take Social Security at 62,...

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11 Ideas for Living on Social Security Alone

Living on Social Security alone is not only possible, but many retirees already accomplish that very feat every year. While the lifestyle associated with Social Security income isn’t exactly luxurious, it doesn’t have to equal rice and beans for the rest of your life, either.  How you make living on Social Security alone work for you will depend on a lot of factors, not the least of which is what you want out of life. Living on Social Security alone is possible. Check out ways to make it work below! Whoever came up with the crazy idea that we need $1 million to retire? The advice...

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