Retirement Planning
The 10 Best and 10 Worst States in Which to Retire In [2022 Guide]

What are the best and worst states for retirement? Check our in-depth guide to find your perfect state for a comfortable retirement. In our guide, we compare the cost of life, taxes, healthcare, and other factors.

Author
Christopher K. Winn
Aug, 08 2022 · Retirement Planning
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New IRS Deadlines for Business Owners

In October 2016, the IRS issued a reminder to employers and small-business owners of a new January 31 deadline for submitting Forms W-2 and certain Forms 1099-MISC to the Social Security Administration (SSA). The accelerated deadline, which was enacted as part of the Protecting Americans from Tax Hikes Act passed in late 2015, is designed…

Author
Christopher K. Winn
Dec, 14 2016 · All articles
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Evaluating an Early Retirement Offer

In today’s corporate environment, cost cutting, restructuring, and downsizing are the norm, and many employers are offering their employees early retirement packages. But how do you know if the seemingly attractive offer you’ve received is a good one? By evaluating it carefully to make sure that the offer fits your needs. What’s the severance package?…

Author
Christopher K. Winn
Jun, 21 2017 · All articles
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A “must read” — especially within 5 years of retirement

If you’re within 5 years of retirement, there are a handful of easy “thought exercises” you must do that can make or break your retirement plans. You’ll see how powerful these are in a second. The problem is, many people put them off, thinking, “I’ll get to that later … it doesn’t matter right now.” Years later,…

Author
Christopher K. Winn
Feb, 10 2020 · All articles
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Retiring in Uncertain Times

We’re facing historic levels of uncertainty, which can be frightening when it comes to your retirement. Especially if you’re within the “fragile decade” — the 5 years before or after retirement. Because the decisions you make (or fail to make) right now can determine the fate of your future. The coronavirus, bear market, and recession…

Author
Christopher K. Winn
Sep, 09 2020 · All articles
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How Long Could $1 million Last if You Retired Tomorrow?

A million dollars isn’t what it used to be. —Howard Hughes How true is that when it comes to your retirement nest egg? A cool $1 million is a still big chunk of change. But is it enough to cover today’s retirement expenses? Just how many years could your dream retirement last on $1 million?…

Author
Christopher K. Winn
Apr, 02 2021 · All articles
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Breaking the retirement mold?

What’s the best age to retire at? How do you know when it’s the right time to retire? We often spend a lot of time pondering those questions. And we tend to confine our thinking to the financial side of things. How much do we need to retire and how far will our money go…

Author
Christopher K. Winn
Sep, 14 2021 · All articles
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