Papers on various retirement issues

RW2 for YOU™, our software for retirees and near-retirees, not only performs calculations and provides recommendations on financial issues, but also offers general advice on a variety of topics that are useful to people in this age group.

The software contains different versions of most of these write-ups, and the version you see depends on whether you indicate a preference for attacking retirement planning in greater or lesser detail, and depending on whether you have a numerical bent, or not.

Below, we offer a sample of these articles - though only one version of each. We intend to continue to add new topics frequently.

Budgeting and household finance:

Dealing With Financial Fraud


Annuities: Basics You Need to Know


What If You Run Out of Money?


Options for Obtaining Cash from Your Home's Equity


Are "Reverse Mortgages" a way to Raise Cash from the Value of Your Home?


Managing debt


Can You Afford to Take Investment Risks?


Conservative Investment Strategies and Financial Instruments


Working After Retirement


Life Insurance: Basics You Need to Know


 

Pensions, taxes, and legal issues:

How Social Security Fits into Your Future


Living Wills and Beyond: Planning for Possible Future Incapacity


Required Minimum Distributions


Retiring from the Family Business


 

Medical and long-term care:

Medical Insurance for Retirees: Basics You Need to Know


Long-Term Care Insurance: Basics You Need to Know


What is Your Life Expectancy?


When You or a Loved One Can No Longer Live Alone


Finding an Assisted Living Facility


Finding a Nursing Home or Hospice


 

Family matters:

For New Widows and Widowers


When Grown Children Move Back Home


When You Have to Raise a Grandchild


Making Loans and Gifts to Family Members


Providing Financially for your Special Needs Family Member


 

Non-financial topics:

Thinking about Your Basic Beliefs, Principles, and Values




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