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Retirement Planning > Retirement Investing

When it comes to news and issues affecting your retirement, where do you go for information?

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I get the AARP magazine, and I also read the business section of the newspaper. By keeping up with the news, I’m trying to be better prepared for what’s ahead by the time I go into retirement. And since I don’t use a financial planner, I also do a lot of research on the Internet. Right now, I’ve been reading about rolling over 401(k)s.”

- George H., 60
Waterloo, Iowa

I usually talk to my older sister, who, for some reason, knows a lot about finances and investments. She handled all the estate money after our parents died several years ago, and she still enjoys staying abreast of all the latest news and trends. She helped me set up some mutual funds and an IRA, and whenever I have questions, she always seems to have the answer.”

- Kathy M., 54
Littleton, Colo.

My financial advisor had been with me for 15 years. I never have to look for information on retirement because he has always kept me up to date on everything; how much to expect from Social Security, Medicare facts and how my investments are performing.”

- Dick T., 62
Escondido, Calif.

Straight to my wife. She won’t let me have anything to do with our money, since I screwed up the bills a few times in the past. Now if I want to know how things are going, or if I see an ad on TV for some new retirement package that sounds interesting, I have to run it past her. It’s actually kind of nice not having to worry about our finances or retirement, because I know my wife has everything – and I mean everything – under control.”

- James B., 63
Joplin, Mo.


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