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?
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
Want to know more about RW2 for YOU™?