Archive for the ‘Retirement’ Category

How Studebaker Shaped the IRA

Posted in Community,Infographics,Retirement
February 26th, 2015 at 9:00 am by Ally

2015 marks the 40th birthday of the Individual Retirement Account (IRA). Born under the Employee Retirement Income Security Act (ERISA) of 1974, Congress introduced this new type of retirement plan in response to private pension breakdowns – most notably that of car manufacturer Studebaker-Packard. In 1963, Studebaker-Packard filed for bankruptcy and couldn’t afford to pay out… read more

A Happy Retirement is a Healthy Retirement

Posted in Community,Retirement
January 14th, 2015 at 9:00 am by Ally

There’s nothing more important than good health. In fact, 81% of retirees say that health is the number one ingredient in a happy retirement, according to a recent study conducted by Merrill Lynch in collaboration with consulting and research firm Age Wave. Retirement is a life-long process – the daily choices you make before and… read more

Ready, Set, Retire: Retiring as a Couple

Posted in Community,Retirement
December 10th, 2014 at 12:20 pm by Ally

Retirement can oftentimes change the dynamic of a relationship. Couples who are transitioning into retirement can prepare for this new life stage by considering the various opportunities and challenges that come with it. Kevin McCormally of Kiplinger explains more about the importance of communication before and during retirement.

Ready, Set, Retire: Relocate or Stay Put?

Posted in Community,Retirement
December 10th, 2014 at 12:20 pm by Ally

Many retirees’ wrestle with the decision on where to live. While it may seem exciting to move to a new place in retirement that has more leisure activities, a lower cost of living or just nicer weather – many people choose to retire “in place” where their family and community is already established. So, how… read more

Behind the Scenes with Kiplinger: Phasing Into Retirement

Posted in Community,Retirement
December 1st, 2014 at 9:17 am by Ally

Retirement was once viewed as a destination – a fixed period to rest and relax after years of hard work. However, retirement is now more fluid with many approaching retirees shunning a hard stop in their careers and taking a more gradual approach. In this episode of Behind the Scenes with Kiplinger, brought to you… read more

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