Food for Thought Archives - Jonathan Mazur

Social Security and Retirement of the Future

What role does Social Security play in your retirement planning?

The debt limit discussions a few weeks ago serve as a good reminder to diversify your portfolio and investments.

Now is a good time to make sure all your financial goals are set and your beneficiary info is updated.

There’s a lot to think about when downsizing. Make sure you’ve done your research so that your downsizing goes smoothly and doesn’t become costly.

Some things you might want to think about if you plan on using stocks to fund your RMDs.

A house isn’t the investment it used to be. You will need to think long and hard about whether it’s really worth putting money into.

Just because you have a huge nest egg in retirement or lots of money saved up doesn’t always mean you’ll be happy. Do what makes you happy with it.

Taking a lump sum buyout or payout from a pension plan can be a huge decision. Here’s what you need to think about.

Inflation is really hurting Americans right now–both retired and those saving for retirement. Are you ready for it?