Q. My husband, Bob, and I have lived in Northern Virginia for nearly fifty years and we have no plans of moving. We are original owners of our home and our mortgage has been paid off for nearly two decades now. Our children all … [Read more...]
Print This PageCritter Corner: Wise Tips for Retirement from a 98-Year-Old
May 14, 2021 by
Dear Angel,I am thinking about retirement. I would love tips from someone who has “been there” for a while. Do you have any wisdom you can share from the people that you meet? I’d also like some practical tips when it comes to … [Read more...]
Print This PageAre RMDs Back This Year or Will They Be Waived Again?
January 15, 2021 by
Q. I turned 70 in November 2019. I was planning on taking my first required minimum distribution (RMD) in May 2020 (when I turned 70½) until the government waived 2020 RMDs. Is my first RMD now due by May 2021? What about my wife, … [Read more...]
Print This PageHow the Pandemic has Reshaped the Way We Look at Retirement
November 20, 2020 by
Q. My husband and I have been working for nearly 35 years each and are due to retire in the next few years, but things seem uncertain for everyone now. My understanding is that the pandemic has added new challenges to the … [Read more...]
Print This PageWhen You’re Navigating Retirement as a Solo Ager
September 18, 2020 by
Q. I’m 58 years old and am single. I would like to retire in the not so distant future, but most of the information available is for married or even divorced people, and I’m feeling lost. I’m not feeling confident about retirement … [Read more...]
Print This PageHow Having a Special Needs Loved One Affects Estate Planning and Retirement Planning
July 3, 2020 by
Q. Our daughter, Sophie, has an Autism Spectrum Disorder (ASD). She is verbal, but needs lots of help academically and with her social skills. She may not be able to live independently when she becomes an adult. When it comes to … [Read more...]
Print This PageRetirement Risks faced by Millennials, Generation X, and Baby Boomers
June 19, 2020 by
Q. My husband, Glenn, and I are in our 50’s and deciding when to retire. We’re finding decisions about retirement (when to retire, where to retire, how much to save, etc.) to be some of the biggest decisions we have had to make. … [Read more...]
Print This PageCritter Corner: Top 10 Ways to Plan for Retirement
June 19, 2020 by
Dear Magic,I am hoping to retire in the next 10-15 years. Do you have any tips to help me plan ahead? Thanks Rhea Tyre --- Dear Rhea, The U.S. Department of Labor recently released a helpful compilation of things you can … [Read more...]
Print This PageWhy Retirement Planning Is Even More Important During a Pandemic (Part 3 of a 3-part Series)
April 7, 2020 by
Randy Smythe, 60, took an early retirement last September after a career in e-commerce sales and soon took off to spend a year visiting the national parks while renting out his home. Now, similar to most Americans, he’s stuck at … [Read more...]
Print This PageTop 19 Articles of 2019
January 3, 2020 by
Those who read our newsletter or follow our blog know that we covered a lot of ground in 2019. This past year, the Federal Tax Act increased the federal estate and gift tax exemption from $11.18 million dollars per person to $11.4 … [Read more...]
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