307 posts tagged with retirement.
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Seeking fee-based financial planner in DC for jellybean-sized nest egg

Any recommendations for a fee-based financial planner in Northern Virginia (or the DMV area)? Someone willing to accept an hourly fee for a few hours of consultation, regarding the possibility of retirement in 15 or so years. Thanks in advance.
posted by Napoleonic Terrier on Sep 25, 2016 - 3 answers

How do I work with/around my checked-out supervisor?

My supervisor is retiring in a month and seems to be checked out or perhaps just not worried about maintaining relationships. How do I maintain relationships and do good work in this situation? [more inside]
posted by anonymous on Aug 28, 2016 - 4 answers

Retirement Lifestyle Question--need more structure

My husband and I retired and moved to a resort town and immediately met great friends who are very active athletically and we are constantly being invited to do beautiful hikes and wonderful social things with them. I have actually become very fit and have benefited by all the social activity. (I am an introvert). So my question is how to balance all the social/hiking with my need for down time/alone time/homemaking time. I need more homemaking time but don't want to cut off the hiking invitations. Having my husband around more had given me even less alone time so I am feeling like I need more structure to my weeks. [more inside]
posted by seekingsimplicity on Aug 7, 2016 - 13 answers

A home to retire in

I'm hoping for help in imagining what my body and my needs will be like when I'm retired, in 30+ years' time, as I look for a home or a piece of property. The lifestyle things are obvious--a garden, proximity to friends/family/community, room for houseguests--but what else about the physical property ought I keep in mind? [more inside]
posted by monkeymonkey on Aug 4, 2016 - 38 answers

Income investing

I'd like to get a handle on investing for long-term, stable income. [more inside]
posted by Nonce on Jul 26, 2016 - 5 answers

Put money toward 401k or credit card debt?

Do I put pennies toward my empty, matched 401(k) or pennies toward my slowly accruing credit card debt? [more inside]
posted by anonymous on Jul 22, 2016 - 19 answers

Domestic cleaning agencies in central London likely to hire a retiree?

Asking for a friend who is a fit 65 and is needs casual employment as a cleaner. The catch: she has no formal cleaning experience or references. What central London agencies might hire without experience and/or offer training? [more inside]
posted by OlivesAndTurkishCoffee on Jul 19, 2016 - 0 answers

How do you save money for retirement

[UK finance filter] I'm terrible with money and come from a long line of people terrible with money. I have a colleague who the is the exact opposite, and today she told me something regarding our pension that has me wondering if I should be doing what she's doing. Difficulty filter: we're civil servants and have pretty good pensions under the Local Government Pension Scheme. [more inside]
posted by toerinishuman on Jun 1, 2016 - 8 answers

Going Away Party. Difficulty Level: Minnesota-themed.

Our awesome boss is leaving/retiring to move back home to Minnesota. My co-worker had the fabulous idea of throwing him a party with a "Minnesota" theme. However, we have never actually been to Minnesota. Can we pull it off? Give me all things that are awesome about the North Star State. Thanks, MeFites!! [more inside]
posted by onecircleaday on May 24, 2016 - 48 answers

Not maxing out 401k in favor of saving for a house?

All the financial advice I see recommends maxing out tax-advantaged retirement accounts, which is what we've started to do. However, we don't know if we'll retire in the US. Should we redirect some of those funds to short-term savings? Snowflakes below. [more inside]
posted by redlines on May 23, 2016 - 13 answers

Complicated household finances

What experts do my fiance and I need to help us figure out our complicated multinational financial situation? [more inside]
posted by anonymous on May 20, 2016 - 12 answers

Advice on a new blog I want to construct

I have run an ad-free blog for over 12 years. My site gets good traffic, is free, and I have enjoyed putting it together each day. Since I am retired and have lots of time available I thought of initiating another blog that would aim at boomers, those feeling the need to think of the future, retirement, health, and yes, even death and the inevitable pains of aging. What topics, issues, areas should I consider, and would you, as a reader of my question here, think such a free site might be of interest? [more inside]
posted by Postroad on May 3, 2016 - 13 answers

What do I do with this damn pension?!

Leaving my job long before retirement - do I roll over my pension contributions or wait to take the money? [more inside]
posted by anonymous on Apr 20, 2016 - 19 answers

I'm wondering what to do with $100,000 in cash.

I'll be getting a nice chunk of change fromt the passing of a family member. I'm looking for a little financial advice on what I should do with it. [more inside]
posted by Jackie_Treehorn on Apr 19, 2016 - 14 answers

What to do with a UK Pension now that we’ve moved back to the States?

After living in the UK for a couple years my wife and I - US citizens - have moved back to America. What can we do with my wife’s pension scheme now that she’s no longer in the UK and has changed employers? Complication: since she didn’t accrue enough pensionable service at her job while in the UK, my wife isn’t able to retain any benefit in the scheme she was enrolled in. She’s been given two options: [more inside]
posted by theory on Apr 11, 2016 - 3 answers

Fun activities for a class of first graders to do with seniors?

I'm taking a group of first graders to our local retirement home, and I've run out of ideas for activities. Any thoughts? [more inside]
posted by ORthey on Mar 6, 2016 - 7 answers

Parent/adult child creative financial planning

I am an only child in my early 30s; my mom is in her late 50s. I have a good income, while she does not really make a living wage and has no retirement savings or pension. I am committed to taking care of her, and I want to try thinking about our finances in a unified way. [more inside]
posted by ecsh on Feb 21, 2016 - 6 answers

Can you help me sort out this complicated 401(k) rollover situation?

I have an undeposited 401(k) rollover check from when I changed jobs a year ago. I've since changed jobs again, and now I need to use a portion of that money for a down payment on a house. Is rolling it over to an IRA the right move? [more inside]
posted by cabingirl on Feb 17, 2016 - 7 answers

Need flat-fee financial advisor specializing in NYC real estate

My partner and I are seeking recommendations for how to find a NYC-area, flat-fee fiduciary financial advisor with strong knowledge of NYC real estate. Specifically, we are looking for advice about how to balance our needs for housing and a secure retirement. [more inside]
posted by timnyc on Feb 16, 2016 - 3 answers

Got some cash, pay down house or invest it?

After some moderate success I'm about to take some money out of my business. After catching up on my own personal retirement savings I have enough leftover to do a few things with. My leading two candidates are, first, I can either pay down our house, taking it from a 30 year fixed @ 3.75% (2 years in) to a 15 year fixed at about 3.25%. Option two is to invest the money in either Real Estate or Equities or both. Looking for some armchair financial planning to see if I'm missing something. [more inside]
posted by anonymous on Feb 6, 2016 - 13 answers

Fun stuff for older adults in Seattle

My parents are talking about leaving their itty bitty town in the Midwest to retire close to us in Seattle. Yay! Now, what to do with them? [more inside]
posted by inky_the_pinky on Feb 6, 2016 - 8 answers

How do taxes work on a Roth conversion that was recharacterized?

If I prepaid taxes on a Roth conversion then recharacterized back to a traditional IRA, how do the taxes I paid work? [more inside]
posted by lpcxa0 on Jan 29, 2016 - 2 answers

Retirement planning for a 30-something Canadian in the UK

I'm a Canadian citizen, resident and working in the UK, but I also want to go home eventually and to work more in Canada. How do I plan for old age and retirement? [more inside]
posted by psychic tee vee on Jan 9, 2016 - 2 answers

How to cope with retirement?

My workaholic father retired recently. He was completely and passionately devoted to his profession (Medicine) for over 42 years. In all the time that he worked, 12 to 14 hours a day, he developed practically no hobbies or interests apart from his work. I hardly remember him watching a movie or reading a book (outside of work) or socialising (and on the occasion that he HAD to, it was a chore). In fact, it was hard to keep him away from the Hospital where he worked, even on Sundays. As one can imagine, retirement has been a hard transition for him, although, of course, he had been anticipating this change for a very long time. [more inside]
posted by synapse2512 on Dec 19, 2015 - 14 answers

Saving without a goal

I know absolutely nothing about money (I'm talking feral-child-raised-by-wolves-level "nothing") and want to get my finances in order. I'm not saving up toward any kind of goal except eventual retirement in 40-50 years. What should my next steps be? [more inside]
posted by robot cat on Dec 16, 2015 - 24 answers

401 questions about 401k's.

After 2 years of asking my husband finally got around to trying to move the funds from an old 401k & rolling them over into his current 401k. Unfortunately mistakes were made & instead of simply having the money transferred from one account to another he closed the old account & withdrew all the money. Now it appears we are going to take a tax + 20% penalty hit on the amount. Is there anyway to get the money into his current 401k without losing money? [more inside]
posted by wwax on Dec 11, 2015 - 13 answers

Socially responsible retirement

Better late than never: I'm finally starting a retirement account, probably a Roth IRA1. Social responsibility is high on my priority list. I am trying to find a relatively easy, relatively low-fee, relatively well-performing "socially responsible"2 fund I can start paying into. Where should I look for comparisons or guidance on these "socially responsible" funds? How can I get guidance on which one to choose? Direct advice, or referrals to reliable references both welcome. [more inside]
posted by latkes on Dec 7, 2015 - 9 answers

Why save for my retirement?

Pessimist seeks reason to save for retirement. [more inside]
posted by quadrilaterals on Oct 21, 2015 - 36 answers

What's a nice place to live that's on the coast?

I want to retire and move out of California. I like living near the coast. Where could I go? [more inside]
posted by trevor_case on Sep 29, 2015 - 20 answers

Does my dad need a lawyer to retire early?

Ideally, he needs to get VRS diasbility and SS disability. [more inside]
posted by jander03 on Sep 8, 2015 - 8 answers

Things Might Be Looking Up. Is this Deductible?

For reasons I won't get into, I stopped making my house payment in May, 2013. I never resumed. In June, 2015, I was finally able to sell my home, as the market had suddenly improved, and rapidly. This was a month ahead of the foreclosure auction. I don't know why the lender took so long, because I wasn't working with them at all. [more inside]
posted by flowergate on Sep 7, 2015 - 5 answers

Help me find retirement therapists/counselors

An elderly relative of mine is retiring within the next few years. Help me find a therapist/counselor to help them through this transition. [more inside]
posted by Ndwright on Sep 2, 2015 - 6 answers

Where to put my money (debts and savings questions)

I'm coming into some money. How should I allocate it? Exciting debts inside. [more inside]
posted by anonymous on Aug 8, 2015 - 17 answers

Is there a hidden gem place to retire on a limited income?

My husband of 28 years suddenly and unexpectedly passed away from a massive heart attack at the age of 47. Now, almost 9 years later, I find myself alone and realizing that I will not be able to continue living in Southern California for much longer. Both of my sons and my grandchildren live in this area, so my move means that I will be leaving the only family I have. I'll be honest: I am absolutely terrified. [more inside]
posted by Sunnyshe on Aug 6, 2015 - 25 answers

Save for a house, or save for retirement?

Which should come first once I start making more money: save for a house, or save for retirement and a 6 month safety net? [more inside]
posted by Hermione Granger on Aug 4, 2015 - 38 answers

Should we use large portion of retirement savings to pay off mortgage?

The problem: We built a cob (monolithic adobe) house 15 years ago which we initially financed and refinanced. It is a one of a kind house and there are no other adobe homes in the area. Since the big mortgage debacle, underwriting guidelines have changed with regard to comparable homes and we cannot refinance our own home, nor could anyone else secure financing to purchase it. [more inside]
posted by lzw on Jul 24, 2015 - 18 answers

How to money

I'm in my thirties and I just got my first 'grown-up' job. Now find me a book that teaches me grown-up finances. [more inside]
posted by anonymous on Jun 5, 2015 - 20 answers

Somewhere warm for the winter

My parents are embracing retirement and planning to escape Minnesota for January and February. They're not too picky about where they stay, as long as it's on the beach and the weather is warm. Complication: they're bringing the cat. [more inside]
posted by mgar on May 29, 2015 - 5 answers

Volunteer work for loners

Posting for a friend: What kind of volunteer work can a solitary type do in five hours a week that will make the world a better place without requiring a lot of social interaction? [more inside]
posted by orange swan on May 18, 2015 - 25 answers

Annuity or Stocks for Retirement?

We are approaching retirement and the Fidelity rep is recommending we put about half our nest egg into an annuity for peace of mind. Other people said not to buy an annuity. What do you say? [more inside]
posted by Rad_Boy on May 12, 2015 - 11 answers

How do retirement parties work?

A close relative is retiring this year, and I'm considering throwing a party-- but have absolutely no skills or experience with this type of event (or, really, with party-planning in general). Looking for tips/ ideas/ planning frameworks that will help me put together an awesome retirement bash. [more inside]
posted by Bardolph on May 1, 2015 - 6 answers

Should I Stay or Should I Go?

Current company is in transition, but... a new job offer has me thinking about leaving. They aren't offering as great of a retirement package. I'm not sure it is even close! What should I do? [more inside]
posted by MMALR on Apr 28, 2015 - 10 answers

Where to put this money for my child?

A relative wants to give a cash gift to my 12-year-old child, but wants to put it in some kind of account where it can grow for many years before the child receives it. Where? How? It's under $1000 and we're in the U.S. [more inside]
posted by BlahLaLa on Apr 19, 2015 - 14 answers

401K(ickass)

My employer is selecting a new financial adviser to run our 401K and I get to serve on the interview committee. My primary objective is to make sure that whoever we select offers a good variety of index funds to choose from (our current 401K offers none and I've been nudging HR about this for a while). But I'm wondering if there are other questions I should be asking too. Each firm being considered already is answering questions about fees, reporting, general investment advice. Any thoughts?
posted by brookeb on Mar 30, 2015 - 7 answers

Opening an IRA for my husband

I'd like to open a spousal Roth IRA for my husband, but I'm unsure of the basics. Please help! [more inside]
posted by skycrashesdown on Mar 19, 2015 - 7 answers

How do single low-income / working-class Canadians save for the future?

Hello all. I am a low-income mid-30s Canadian living alone, no dependents. Advice from bank staff and popular internet blogs confuse me and don't make sense in my world (e.g. ensure an 8-10% return - but how do I do that without jeopardizing my future if I retire in a decade the investment does poorly). I feel some investments I made were silly but am not sure if I am paranoid. Please suggest good directions to explore. I will give specifics about my situation below, with my specific question in the last paragraph. [more inside]
posted by partly squamous and partly rugose on Mar 16, 2015 - 20 answers

Stories of people finding success/fulfillment late in life?

Family member is now retired and seemingly convinced that life is basically over. I am looking for stories of people who continued (or started) to do meaningful work during the years of 60+, especially if that work or activity is of the non-professional, unpaid variety. [more inside]
posted by a fiendish thingy on Mar 3, 2015 - 32 answers

Recommended Books on Financial Planning?

My wife and I are looking for a good book to help us make some better financial plans. We had our first child in the past year and my wife will finish graduate school and start a job in a few months. Accordingly, we'd like to redo our financial plans, and we'd like a book to help guide us. [more inside]
posted by pombe on Feb 28, 2015 - 4 answers

New job, new budget, yay!/halp?

I'm about to make more money than I ever have before. Help me figuring out saving and investing. [more inside]
posted by sockity sock on Feb 14, 2015 - 8 answers

How do I stop beating myself up about this financial mistake and fix it?

So, in an attempt to get our financial lives in order in some very basic and fundamental ways (making a budget, sticking to it, identifying priorities, making sense of our retirement funds and plans) my husband and I went to a recommended financial planner. She was not one of these lauded "fee-only" financial planners but she came recommended by numerous people in my expanded social circle so we gave her a shot. While there were many positive things that came out of this, we did something that I am still very unsure about other than feeling certain that we made an utterly idiotic mistake. [more inside]
posted by amanda on Feb 9, 2015 - 8 answers

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