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Preparing for Retirement

Home » Articles » Preparing for Retirement
Key Retirement And Tax Numbers For 2020

Key Retirement and Tax Numbers for 2020

  • Financial Planning, Preparing for Retirement, Ready to Retire, Starting Out

Key Retirement and Tax Numbers for 2020 Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments…

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Do Independent Living Communities Differ From Continuing Care Retirement Communities?

Do independent living communities differ from continuing care retirement communities?

  • Articles, Preparing for Retirement, Ready to Retire

Independent living communities, also known as rental retirement communities, offer housing options for active seniors and retirees who require little or no assistance with daily activities. Most independent living residents desire an environment where they don't have to be concerned…

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What Are Continuing Care Retirement Communities?

What are continuing care retirement communities?

  • Articles, Preparing for Retirement

Continuing care retirement communities (CCRCs) are living arrangements that combine independent living, assisted living, and nursing home care on a single campus. CCRCs offer residents a continuum of care throughout their lives. Typically, you enter a CCRC as a resident…

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Three Regrets Of Retirees

Three Regrets of Retirees

  • Articles, Preparing for Retirement, Stuff Happens

A recent survey found that more than half of retirees have retirement planning regrets. Unfortunately, many of these retirees had to cut back on their lifestyles to compensate for financial shortfalls.1 Considering their most common regrets may help you avoid…

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Five Retirement Lessons From Today’s Retirees

Five Retirement Lessons from Today’s Retirees

  • Articles, Preparing for Retirement

Five Retirement Lessons from Today's Retirees Each year for its Retirement Confidence Survey, the Employee Benefit Research Institute (EBRI) surveys 1,000 workers and 1,000 retirees to assess how confident they are in their ability to afford a comfortable retirement. Once…

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Inflation Variation, Eroding Purchasing Power

Inflation Variation, Eroding Purchasing Power

  • Articles, Preparing for Retirement, Ready to Retire

  Inflation averaged 2.5% for the 30-year period from 1989 to 2018. Although the recent trend is below the long-term average, even moderate inflation can reduce purchasing power and cut into the real return on your investments. Annual rate of…

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On The Road To Retirement, Beware Of These Five Risks

On the Road to Retirement, Beware of These Five Risks

  • Articles, Preparing for Retirement, Ready to Retire

On your journey to retirement, you'll likely face many risks that have the potential to throw you off course. Following are five common challenges retirement investors face. Take some time now to review and understand them before your journey takes…

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Down The Donut Hole: The Medicare Coverage Gap

Down the Donut Hole: The Medicare Coverage Gap

  • Financial Planning, Preparing for Retirement

One of the most confusing Medicare provisions is the prescription drug coverage gap, often called the "donut hole." It may be clearer if you consider the gap within the annual "lifecycle" of Medicare Part D Prescription Drug Coverage. This also…

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Infographic: Working In Retirement

Infographic: Working in Retirement

  • Articles, Preparing for Retirement

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer Member FINRA/SIPC and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union,…

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Building Confidence In Your Strategy For Retirement

Building Confidence in Your Strategy for Retirement

  • Articles, Financial Planning, Preparing for Retirement

Each year, the Employee Benefit Research Institute (EBRI) conducts its Retirement Confidence Survey to assess both worker and retiree confidence in financial aspects of retirement. In 2018, as in years past, retirees expressed a higher level of confidence that today's…

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  • Financial Goals
    • Getting Started
    • Financial Planning
    • Life Insurance
    • Rollovers/Consolidating Accounts
    • Nearing Retirement
    • Estate Planning
    • Income in Retirement
    • Saving for College
    • Living Generously
  • Life Events
    • Starting Out
    • Preparing for Retirement
    • Ready to Retire
    • Stuff Happens
    • Living Generously
  • Our Team
  • Resources
    • Articles
    • Current Promotions
      • Advice Matters
      • Ready to Roll
      • Fixed Annuity Rates
      • Will Social Security be enough?
    • Financial Calculators
      • College Calculator
      • IRA-Options Calculator
      • Retirement Calculator
      • 401k Calculator
      • Retirement Income Calculator
      • Investment Calculator
      • Life Insurance Calculator
  • Contact Us
  • Fairwinds.org
  • Log In
    • Clear 1
    • eVISION Online Trading
  • Phone Appointment
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