Celebrating One Year of Go To Retirement

This weekend marks the first anniversary of  Go To Retirement. Over the last twelve months, I’ve published 222 posts on a wide variety of retirement planning and retirement living topics of interest to me and, I hope, of interest to other baby boomers. This blog continues to grow in readership and visitor count which is gratifying. I have also been humbled by the mention of Go To Retirement in both the New York Times and Money Magazine. Read more

Happy Thanksgiving 2009

We completed our long drive over the river and through fog last evening, arriving at our nephew’s house along with 20 or so other family members.

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Measuring and Tracking Retirement Plan Progress

If you are like this baby boomer, you are eager to find ways to measure and track the financial progress of your retirement planning. There are a variety of tools on the web that will rate or score how well you are doing with your retirement investing and planning. Not all of them are convenient to use on a regular basis. Those that are easy to use sometimes don’t give you any real metrics that make sense or that you can follow yourself. Let me tell you some of the things that I do to track our retirement plan progress. Read more

What is a Retirement Plan?

The phrase “retirement plan” is at the core thousands of baby boomer conversations and Internet searches each day. Yet, I wonder if all of those conversations and searches are directed at the same information. That’s because a “retirement plan” can mean different things to different people and in different contexts. Generally, the concept of retirement planning is much broader than many of us contemplate, and certainly goes well beyond finances. Read more

Choosing the Retirement Path Less Traveled

Are you in the retirement planning mainstream? If you are, that likely means that you have done little or nothing to prepare for retirement. If you are a baby boomer in that category, you are certainly not alone. So is it too late to change? I don’t think that it is for most people. But it requires choosing a different retirement path, the one less traveled. Read more

Boomer and Retirement Weekly Reader – Micro-Reunion Edition

I have returned from an excellent weekend in Atlanta catching up with some high school buddies. As mid-stage, still-working  baby boomers, we had lots to talk about, including the here and now with kids still in college and the uncertainty of our collective economic futures. I feel blessed that we are still able to make time for these mini-reunions, which always bring joy and optimism to me in spite of my newly arthritic knee. Read more

How to Plan for Tax Free Retirement Income

Many experts tell us that when we retire, it can be important to have several options in income sources, some of which are tax free. Tax rates are going up for a lot of us, starting with the expiration of the Bush tax cuts at the end of 2010. Now is the time for baby boomers to think about and make plans for generating tax free retirement income. Let’s briefly review some of the available options for doing that. Read more

Affordable College Towns for Retirement

I have written several posts over the past year about different college towns as potential retirement destinations. Although college educations continue to increase in cost, that doesn’t mean that the college towns themselves are becoming more expensive. A key retirement factor in every college town is how affordable the real estate is for a typical retiree. That data is now available for 120 different college towns, each home to a FBS (Football Bowl Subdivision) School. Read more

Roth IRA Conversion Calculators

Most of you know that 2010 presents a tremendous opportunity for baby boomers with higher incomes to open a Roth IRA and/or to convert a conventional IRA to a Roth. The reason is that the current income limitations on Roth contributions and conversions will be lifted. Read more

Boomer and Retiree Downsizing on the Extended First Time Homebuyer Credit

Congress has extended and expanded the first-time home buyer credit in several important respects. The new law will provide financial assistance to baby boomers and retirees who want to downsize to a different home. Let’s discuss a few of the aspects of the credit that will aid in the downsizing process. Read more

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