Boomer Retirement Briefs™

How Boomers Are Reshaping and Redefining "Retirement"

Retirement Resources

Many of the Boomers I talk to are having a challenging time getting started with their retirement planning. They are concerned about the financial side of not having a paycheck. But, to really get into the swing of planning for retirement, start with the fun! Think about how you want to spend your days and what you might do when you own all your time. Then, tackle the financial realities. But first things first!

This seciton will include resources that other Boomers have shared with me. They were helpful in getting them to think productively about what retirement will mean.

Check back soon for a list, then let me know other ideas that helped you get started on your path to retirement.

Decorate the Rooms in Your Financial House

rooms in your financial house second floor

December can be such a complicated time of the year.  The holidays are both stressful and enchanting.  Things at work should be winding down, but often amp up to get a jump-start for the next year.  Add to the mix this year: holidays during COVID-19.  [Read more...]

The CARES Act and retirement accounts: changes in the COVID-19 era

CARES Act and retirement accounts

Except for the few who were born around 1918 during the height of the influenza epidemic, we’ve never encountered such a public health crisis as COVID-19.  I truly hope you and all your family members are safe and healthy.  And, that you are making a  [Read more...]

The SECURE Act and Required Minimum Distributions: New Law Causing Confusion

When it comes to retirement account distributions rules, nothing is easy.  And, things just got more complicated.  At the end of 2019, the budget bill had a surprise provision in it:  The SECURE Act was tacked on at the end.  It passed, lock, stock and  [Read more...]

The Best Kept Secret in Town: Your Local Council on Aging (aka Senior Centers)

Did you know that September is Senior Center month all across America? Did you know that your local Council on Aging is part of a Federal program to provide important services to those 60 and older in your community? Did you know that over 80%  [Read more...]

Create Structure to Your Retirement Days – and A Little Style

Boomers getting ready to retire tend to fall into three distinct categories: 1) those who are so excited they count down the days; 2) those who are terrified and dread the mere thought of not having anywhere to go; and 3) those who pretend they  [Read more...]