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As tens of thousands of Baby Boomers retire every month, the retirement landscape is transforming before our very eyes, making one of the few universal financial planning topics also one of the most complex. Jill Schlesinger, Certified Financial Planner® and CBS News Senior Business Analyst, is bringing the “R-word” into focus for readers of all ages, drawing on her career as an investment advisor to make retirement feel less like an event and more like an evolution toward financial freedom.
The column prepares readers for creating future options for themselves and their families, and for having fun along the way. Schlesinger also welcomes questions from readers.
Retire Smart Samples
Now that the holiday season is in full swing, charities are making their final year-end pitches to raise money. Begin by verifying the charity's name. Once you have the information, check out the charity's mission, program and finances online.
Thanksgiving is my favorite holiday, because it's a time when we can give thanks for all of the blessings in our lives.
How much money can you safely withdraw from your nest egg each year of your retirement?
Given my previous career as a financial planner and investment advisor, I used to tell people to "do estate planning." Prior to death, here are the basic documents you will need: LEGAL DOCUMENTS. 1. Will. 2. Letter of Instruction.
Before his recent death, my father was in the hospital for the better part of four months and the experience was both agonizing and illuminating.
As families scramble to meet deadlines for early college applications, the cost of education is hitting home in a big way.
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