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West Chester, PA 19383

Phone: 610.436.2800
Fax: 610.436.3464


 

 

 

Retirement Articles & Resources:

A Guide to a Happy Retirement
This PowerPoint presentation reviews shifting lifestyle patterns, working during retirement, wellness programs and more.

Deciding When to Retire by AARP
Thoughts of retirement may be on the distant horizon or as near as the front doorstep. The best step is to do your homework so you're prepared for this important step in life.

27 Retirement Savings Catch-Up Strategies for Late Starters by Financial Mentor

5 Financial Truths for 2010 by Fidelity

Pre Retirement Life
A guide to making your 50+ "PreRetirement" years the most rewarding stage of your life! You'll find advice, 50+ housing information, activities, and the most useful online resources to help you plan your future and maximize the present.

25 Best Places to Retire
by CNN Money.com. Thinking about your post-work home? You'll get huge bang for your buck - plus lots of other perks - in these towns.

Yahoo Finance - Retirement
401Ks, 403Ks and IRAS; Planning for Retirement, After Retirement, Estate Planning and everything in between.

Taking the Mystery Out of Retirement Planning
by US Department of Labor
This online version includes interactive worksheets that you complete as you read each chapter:
Chapter 1 - Tracking Down Today's Money
Chapter 2 - Tracking Down Future Money At Retirement and After
Chapter 3 - Tracking Down Future Expenses
Chapter 4 - Comparing Income And Expenses
Chapter 5 - Five Ways To Close The Gap
Chapter 6 - Making Your Money Last
Chapter 7 - Tracking Down Help For Retirement

Books About Retirement That Are Worth Reading

LIFE AFTER WORK: Redefining Retirement - A step-by-step guide to balancing your life and achieving bliss in the Wisdom Years
By Douglas S. Fletcher

Save Your Retirement: What to Do If You Haven't Saved Enough or If Your Investments Were Devastated by the Market Meltdown
By Frank Armstrong, Paul B. Brown

The Bogleheads' Guide to Retirement Planning
By Taylor Larimore, Mel Lindauer, Richard Ferri, Laura F. Dogu