Boomer Retirement Briefs™

Did you know that once you pay off your mortgage, you’re responsible for making those pesky property tax payments on your own?  And, once your paycheck stops, the IRS will want you to make estimated tax payments.  They have “quirky quarters” and missing even one of the deadlines spells interest and penalties for you. Keeping […] more

When our older daughter went off to college, it was a shock to the household. We didn’t think things would be so different because our younger daughter was still home. Just as we were getting used to the “new normal”, the older graduated from college and the younger was a senior in high school with […] more

  There is an unending amount of conflicting data about the age at which we Boomers will retire. One statistic reports, “40% of Americans plan to retire before 60”.  Another states that “the average age to retire is 62 in the US.” Yet another says, “Only 22% plan to retire after 65.” Whether you decide […] more

Folks who already claim Social Security retirement benefits heard they would get more in their checks starting in January, 2019. Good news indeed! In fact, the Social Security COLA—cost of living adjustment—was quite large: 2.8%. That is the highest increase since 2011. But in real dollars that will be available for retirees to spend, well, […] more