Building Your Investments and Retirement

Investments and Retirement: targets a loving, caring man of a certain age plus his family and friends. And the age group is 50 – 75 years old.

So no matter what your age or economic background, you need to provide for yourself now and in the future: now when you may be working full time and later when you may not be.

Do You Recognize Yourself In This?

I’m not an uneducated man. I have a BA in economics and an MBA in marketing and management. I have worked for other people and I have worked for myself. But when it came to my investments and planning for my retirement, I was completely ignorant.

One day my wife, Pam, told me that she wanted to retire. (Maybe she told me many times, but finally I heard her and it got me thinking!) I had never thought about retirement. I grew up in a family where my father’s grandfather retired and was dead within six weeks. My father always equated retirement with death, and I guess some of that found its way into my mind.

So while I had a sizable amount of money in a 401(k) (actually it was a profit-sharing account from my real estate sales days), I had no idea what was in there nor how I would get it out for retirement. And I certainly wasn’t comfortable every time the stock market slipped especially since we just went through the 2008 – 2012 recession.

The time for me to worry about investments and retirement never seemed at hand, so I just kept putting off thinking about it. Then when a pamphlet describing a course on Social Security was delivered to Pam, I decided I would attend. (I have to admit that for the first 20 minutes of the class, I sat there wondering, “What the hell am I doing here? I’m much too young for this!” At the time I was 64 but hadn’t paid attention. And since all of the ads for financial planning and retirement were aimed at Seniors (I am not a Senior and will never be a Senior – that’s the age bracket for my parents), even this mislabeling seemed to cement in my mind that it was only OLD people who had to worry about this!

Thoughts like this started me thinking that I needed to create If I were thinking about this, surely others were too!

How Do You Plan To Afford To Live To 100 Years Old?

How will you have enough money to last you the rest of your life? What various “piles” of money should you think about as you improve the financial help of your investments and retirement? And present-day studies say that many Baby Boomers will live well into their 90s and even past 100… so if you’re going to be here, you should have enough money to live on throughout your life!

Savings While You Work

Are you putting money aside for later years? Does your company contribute a matching amount? How do you invest those funds?

Social Security

WHEN is the best time to start receiving Social Security and what is your full benefit age? It keeps changing. And if you don’t take your money right away, your monthly payment increases for every year you delay (presently up to 70 years old).

Part-Time Job

I kept telling Pam that I thought it was much better to retire to something rather than away from something. Will you take on a part-time job?


Do you have the interest and ability to create your own business?

Where’s Can You Get Help?

Though I didn’t realize it until I was in my 60s, I now see how important it is to get help with investments and retirement. None of us can be an expert in everything. I certainly was not an expert in my financial health. This section of will help you focus on building your investments and retirement.

As this site grows, I’ll list people here – experts who can help you. Click on their name here, see a short bio, and find more articles by them.

Randi Taxin, Financial Adviser, Social Security and Medicare Expert

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