Carnegie Investment Counsel Blog

 

7 Things to Consider When Deciding to Move in Retirement

Posted by Gary Wagner on Jan 12, 2021 1:30:00 PM

Smiling faces…sunny places. You’ve seen the pictures of those folks who appear to be in their 60s or 70s hanging out at the pool or walking on the beach. They live in a climate that the local chamber of commerce touts in all their advertisements. You wonder if this could be you in an ideal retirement scenario.

In general, family responsibilities and employment opportunities are the biggest determinants of where people live. As you approach retirement age, though, these factors may diminish in importance. In fact, retirement may represent a new level of freedom to choose your residence that you never had before.

But there are many questions you, or you and your spouse must answer before the moving truck arrives to haul all your worldly possessions to a new address.
What considerations should you ponder before you move? What factors will help guide your decision? Even when you conclude that a move to a new location is your best choice, what might hold you back?

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Topics: Retirement

Retirement Planning Tips: 6 Things to Consider Before You Retire

Posted by Gary Wagner on Nov 13, 2019 9:00:00 AM

 

 

As you approach your retirement years, you probably have questions or concerns about how your retirement will look. Creating some certainty by reducing the number of potential surprises can go a long way toward alleviating those concerns.

Here are six things to consider before you retire:

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Topics: Financial Planning, Retirement

Who is Driving Your Retirement Plan?

Posted by Scott R. Inglis on May 31, 2016 2:25:23 PM

We live in an age of amazing technological promise. One where machines and software programs are developing at an astonishing rate, and where the possibility of encountering real-life robots - like the fantasy versions from 1970’s TV shows and film, such as B-9 from “Lost in Space” or C3PO from “Star Wars” - doesn’t seem so other-worldly anymore.  Today companies as different as Google, General Motors and Tesla are vying to develop self-driving cars, and Virtually Reality, or “VR” for short, is for Real.   With self-driving cars literally just around the corner, perhaps it is time to consider the question: are you ready to hand over the keys to your car and trust your life to an Uber machine? 

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Topics: Retirement, Target Date Funds

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