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July 14, 2025

You just retired (or are about to). Now what?

  • Your take-control toolkit involves strategies for spending, investing, Social Security and taxes
    • By CHRISTINE BENZ
    Morningstar

    If there's a single group of people who are likely to be experiencing the most consternation over recent market events, it's those who have just retired or who are on the cusp of hanging it up.

    But as with most things in life, the key for new- and near-retirees making it through this period with their sanity intact is to focus on what they can control.


     
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