Home / The Retirement Institute

The Retirement Institute

Staying Healthy During the Holidays

It’s not easy to maintain your health during the topsy-turvy holiday season, but it’s just as important to make the effort then as it is any other time of the year. Here are a few steps you can take to keep your health in the forefront.   Stock up on …

Read More »

Long-Term Care Insurance Premiums

Long-term care insurance is nothing short of valuable—but it can also be a hefty expense for retirees with no income. There are ways to design your policy so that you can save some money on the premium costs; however, you must be careful not to cut your benefits so much …

Read More »

Gifts for Senior Milestone Birthdays

There are quite a few milestone birthdays we encounter during our lives. Some, like 18 and 21, have legal implications that make them worth noting. Others, such as 40 and 50, usher us into a new stage in life that matters to us on a social level. Still others, like …

Read More »

Estate Planning Updates

This week is National Estate Planning Awareness Week, which makes it a great time to reassess your estate plan and determine whether there are any changes to be made.   Verify asset value: If you’re leaving assets such as real estate or antiques behind, their value will fluctuate over the …

Read More »

Five Things to Learn About Retirement Savings

As a preretiree, you probably spend a lot of time thinking about retirement savings. Since this week is National Save for Retirement Week, I want to take a look at five things you may not know about retirement income and savings.   It’s never too late to start saving. Even …

Read More »

Increasing Your Happiness Before Retirement

Increasing Your Happiness Before Retirement   This year, Bank of America Merrill Lynch released a study showing the various levels of well-being people reported feeling during their lifetime. While people in their late 50s and older reported having increasing levels of happiness and well-being, preretirees in their early 50s reported …

Read More »