401(k) Rollover Mistakes to Avoid
Whether you’ve lost your job or plan on changing jobs in the near future, there are common 401(k) rollover mistakes you need to be aware of. Ignore these, and a rollover could take a chunk out o...
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Whether you’ve lost your job or plan on changing jobs in the near future, there are common 401(k) rollover mistakes you need to be aware of. Ignore these, and a rollover could take a chunk out o...
Over the course of a career, the high fees and a lower-quality menu of investment options found in some plans can shrink your balance significantly....
In the last year I left my full time job and began working part time 20 hours/week. I consider myself semi- retired. But since my spouse is still working full time, I've taken on almost all the househ...
Economic activity – growth and job creation – has remained remarkably strong for several years now....
I just ended a very high stress job as a clinical supervisor in a rather wild and dysfunctional community mental health setting. After 17 years working in the front lines of trauma, 15 years in educat...
Younger Millennials and Gen Z are GenNext. They are tossing career ladders and riding pogo sticks reshaping work and navigating an uncertain path into retirement....
I was asked in another post to detail some of my retirement journey- specifically why and how we ended up in Mexico. I’d like to start by acknowledging that because of a fairly high income job f...
I am 55 1/2. Lost my wife 7 months ago. I have a job I enjoy, but working 40+ hours a week has been a grind and am looking forward to the day I can retire and start to do the hobbies that I thoroughly...
Citing a rapidly aging society, difficult job market and uncertainty about the future, some young people are rejecting the idea of saving for old age....
If you’ve reinvented your life after retiring from a career, we want to hear how it’s going and any advice you have for others....
I'm not really asking for advice, just sharing I guess. I am only 2.5 months into my retirement, and I am enjoying it immensely. I never even think about my old job, even though I worked there for alm...
Wish me luck. I’m telling my boss of my intention to retire at the end of May. I’m 64 and my numbers look good. I have a good job and have been working from home for 10 years Work in a goo...
I’ve travelled a decent amount in my life, and there are a handful of places I’d maybe like to see but it’s okay if I don’t. I have a part time job that I love and want to cont...
For many facing the post-career phase of their lives, retirement is less about finance and more about the need for continued meaning and purpose....
In today's fast-paced environment, it can feel like there's never enough time to accomplish all of our goals. Between career obligations, socializing with friends and family, and our own personal deve...
I'm about to retire and see occasional comments from people who regretted retiring. What do you miss? Is it your job you miss or the structure/paycheck? Have you found non-work related things to fill ...
I have 5 - 10 years until I retire (57F) and I want to find a job that is not stressful for my remaining working years. I am just so burned out with my current job. I’ve been there over 8 years ...
Longer lives mean longer careers, right? It’s not so simple....
Today’s post is written by Jeremy Zuke, one of my financial planning colleagues at Abundo Wealth. Jeremy achieved financial independence in 2022 and left a corporate marketing job to pursue work...
Wow, I can’t believe it’s been 12 years since I left my engineering career! Time flies when you don’t have a boss. I’m happy to report I’m still going strong, and life is...
Jacquelyn had finally snared her dream job as an assistant to a television writer in New York City. Riding the subway one Saturday night, she got a call that changed all that. Her mother, who was livi...
I wonder if there are others in my situation and how you've dealt (or are dealing) with it... I'm coming up on 63. I was laid off from a long-time job about a year and a half ago. I live in a rural ar...
While most of our listeners are in or on the cusp of retirement, many have loved ones who are earlier in their careers. Often we get questions on how our listeners and clients can help their younger f...
Consider the myriad reasons Black Americans get 19 percent less from Social Security during their retirement years than White retirees. Inequities in the labor market limit their job opportunities and...
Hello. I am 7 weeks away from what I plan to be my last day at my very corporate and very stressful job. My manager is not the easiest to work for and I feel like I’d feel way less stressed w th...
If you’ve ever been caught in the interview trap — when employers require an excessive number of interviews — only to be told you didn’t get the job, you’re in the right ...
I've spent my whole career life in 9-5 middle and upper management office jobs with high stress. I recently took an early retirement after the company was gutted in a layoff. And while it was absolute...
By Dr. Anthony Ellis, WCI Columnist I was fortunate to end my career on a high note as the chief medical officer for a community mental health center. My administrative role was primarily as medical d...
I'm retired and my wife is being forced out of her job this year. We live on the west coast (USA), Washington State, not California. I'm originally from Michigan and she is from Asia. Financially, I t...
Hi all. I'm realizing that I cannot do all the things I want to do in retirement. I was so stressed in my previous job that I felt I had to retire. Now that I'm feeling healthier, is it wise to return...
Hello! I am 62 and left my federal government position early in my career after 15 years. I received the initial letter saying they received my paperwork. However my payment should have begun Feb 1. F...
I am curious to learn from those who retired. I am almost there or even there from a financial perspective. But I am finding myself delaying citing the following reasons I don't hate my job- it is tol...
Hi folks, 63 years old (turning 64 in July), single and just got reorganized out of my job. TBH I'm tired of working, so in spite of not having a lot of assets, I'm seriously considering retiring--tho...
I am a little over three years away from retirement. I feel like I don't have much energy left after a day of work. My job is not physically demanding, but it is stressful. I feel like it is too close...
In 2019, I retired from the practice of medicine, giving up my day and night job as an anesthesiologist for ... Read more...
I’m 66 next month and on FMLA from my high stress health care job with a mean boss. I’m done. When should I apply for Medicare? I’ll loose my insurance from work April 10th if I don&...
The Oscar nominee for ‘Killers of the Flower Moon’ shares the secrets to his legendary career...
More specifically, if you had a higher level or analytical type of job prior to retirement, what kind of part-time work are you doing now? I am not interested in customer-facing, minimum wage jobs and...
We'll both be 60 this year and I'm 100% ready for retirement. My job sucks and I don't want to do it any more, and we've got ample assets. The trick is health insurance between now and Medicare at ~65...
I'm on my husband's anthem from his old job as a cop although he retired 5 years ago. I tried to apply to Medicare A and it said are you on your own policy at work, I said No. It said are you on spous...
If you retired in 1988 from a job at a large employer with health insurance, you had good odds you would continue to be covered into old age. Two-thirds of large employers that covered their current w...
I recently retired after a 40-year career as a financial executive and accounting professor. My wife retired from being a ... Read more...
While physicians tend to earn a very healthy paycheck, it’s also a career path with many expenses, drawbacks, or burnout. ... Read more...
Been an odd week as I keep running in to different groups of former coworkers this week. Been really nice, I've missed the people, not the job. But it was refreshing to realize I've moved on finally (...
Hello everyone, I am 59 and really burned out from my job, and don't want to work anymore. A resignation letter will work, but should I send a retire notice? I heard, unconfirmed, my company give a re...
If you are over 65 and retiring or losing your job in the near future, here is one resolution you must make. Resolve to enroll in Medicare Part B, medical insurance....
As I look back on my career as a financial planner, I think of the diverse range of human experiences ... Read more...
Let’s admit it. At various points in each of our careers, we all dream of retiring early from the rat ... Read more...
You don't want to end your career prematurely and regret it....
One of the advantages of reduced income due to leaving my full-time career is the opportunity to execute a Fidelity Roth conversion. Roth conversions allow investors to transfer money from a 401(k), t...