Browsing Tag
retirement spending
10 posts
3 Spending Patterns Impacting Pre- and Post-Retirees
J.P. Morgan Asset Management paper explores effects of retirement spending behaviors
May 16, 2024
This Expense is 5x More Likely to Drive Spending Volatility in Retirement than Health Care
New T. Rowe Price research finds home-related expenses by far the biggest driver of retirement spending volatility
September 12, 2023
6 Important Takeaways from the First Year of Retirement
'People falsely imagine they'll spend less in retirement. I have never seen that to be consistently true'
January 12, 2022
More Retirees Keeping Assets in Plans Post-Retirement
New research from J.P. Morgan Asset Management also finds retirees are spending significantly more than expected in early years
October 22, 2021
5 Biggest Expenses for Retiree Households
$50,220. That’s how much the average retiree household spends per year, according to the latest Consumer Expenditure Survey…
September 15, 2020
5 Costs Taking Biggest Share of Retiree Budgets
Hey retirees, you might want to cut back a bit on those expenses a bit unless you want…
May 17, 2019
Inexpensive Retirement Regions in Italy—Yes, Italy!
For a growing number of 401k participants approaching the end of their careers, the dream is to retire…
June 29, 2018
Top 3 Low-Tax Locales to Retire Abroad
Tax season is upon us. *Cue heavy sigh.*. Depending on location, the tax whack on property and capital…
April 13, 2018
Shock! (Not): 80 Percent of Workers Underestimate Retirement Needs
In news to anyone in financial services less than five minutes, it appears a majority of workers in…
March 8, 2016
How Much Are 401k Participants Spending in Retirement?
It’s March, so the argument over retirement income replacement rates rolls on. A new report from the Government…
March 4, 2016