Skip to main content

  •  Tel: 949-364-2602
  •  Toll Free: 888-424-0071
  •  Fax: 949-361-9493

  • Home
  • About
    • Our Philosophy
    • Our Team
  • Services
    • Retirement Planning
    • Financial Consulting
    • Insurance Planning
    • Estate Planning
    • Tax Planning
  • Resources
    • Retirement News
    • Community Events
    • Workshops
  • Blog
  • Contact

Proactive Planning

for a solid future

Helping You

manage the changing face of life

Our Mission

your success is our only mission

  Previous   Next

    You are here

  1. Home
  2. Resources
  3. Retirement News

Retirement News

Baby Boomers Challenge Traditional Retirement Services
The baby boom generation is presenting new challenges for advisors. Reuters looks at five trends affecting the retirement market. Among them, more retirees plan to live abroad; more retirees and pre-retirees are starting new businesses; and a greater percentage of people over age 65 are now carrying mortgage debt. Source: Reuters

  • A soon-to-be retiree's guide to a crazy market
  • Where Do The Presidential Candidates Stand on Immigration?
  • Market crash of 2008 still affects Gen Xers, boomers
  • Tips for People Who Will Retire In 2016
  • Retirement: Are Tiny Homes One Big Fix for Senior Housing?
  • The Best Places to Retire in 2016
  • New grads may have to work until they're 75
  • How to Cope With the Stress of Retirement
  • The 401(k) Crisis Is Getting Worse
  • ​The Key to Not Freaking Out About Retirement
  • For many, "retirement" means getting a job
  • ​The alarming retirement shortfall for women
  • As Workers Delay Retirement, Some Bosses Become More Flexible
  • Clutter can cost money: Declutter, lighten up
  • 4 Financial Mistakes Even Smart People Make
  • Retirement advice from a Boomer to a Millennial
  • Retirement: 5 best tips from my time at USA TODAY
  • 3 Ways Spending Habits Change in Retirement
  • Even at the Top, Making Plans for Life’s ‘Third Chapter’
  • Travel in retirement without ruining your nest egg
  • The Common Retirement Assumption That's Flat Wrong
  • Apps Especially Useful for Retirees
  • Retirees Find Meaning Serving the Needs of Their Communities
  • What to Know About Money and Work By 50, 60, 70
  • 'Intergenerational' retirement home sees students live alongside the elderly

Resources

  • Retirement News
  • Community Events
  • Workshops

Tell a Friend

cover booket.jpg

10 Things to Know About Planning
Your Retirement Income ebooklet

 

We are proud active members of:

NAIFA-Logo.png  NEA_logo.png  

5860 Owens Ave. Suite 230
Carlsbad, California
92008 United States

  •  Tel: 949-364-2602
  •  Toll Free: 888-424-0071
  •  Fax: 949-361-9493
  •  jw@waleag.com

 

Wale Advisory Group nor any of their agents or representatives give tax, legal or investment advice. Legal advice is provided by board-certified estate planning attorneys.  Investment advice is provided by a Certified Financial Planner, which is one of our advisory partners. The information here is a summary of our understanding of current tax laws as they relate to insurance products. Please consult a qualified advisor for these matters.

Our advisor's partners have no affiliation with Wale Advisory Group.

© 2025 Wale Advisory Group Inc. dba Wale Insurance & Financial Services. All rights reserved.