Sudden Retirement

Bradley, Susan K.
April 2000
Journal of Financial Planning;Apr2000, Vol. 13 Issue 4, p38
Academic Journal
This article explores the financial challenges regarding sudden retirement in the U.S. The immediate challenge, which accompanies any unexpected life event, is the element of surprise. The experience of dealing with the expansions and contractions of the markets over the years spent preparing for a traditional retirement gives people insight into their tolerance for risk. In addition to difficulties relating to lack of preparedness, sudden retirees are in the often-unwelcome position of having to redefine themselves. The key to handle the financial aspect of sudden retirement is to combine technical knowledge and sensitivity of the human experience in order to deal with the major life change event.


Related Articles

  • Life Transitions and the Brain. Gallo, Eileen // Journal of Financial Planning;Apr2012, Vol. 25 Issue 4, p32 

    The article focuses on how psychological stress can lead to poor health and illness. Information is provided on the most stressful events in a person's life such as divorce, childbirth, and retirement and how they relate to personal financial security. Topics include the different brain...

  • Younger Workers Lack Feeling of Control over Retirement.  // Plan Advisor News;2015, p46 

    The article focuses on a 2015 Country Financial Security Index survey, which found that 49% of Americans younger than 30 do not feel in control of determining their retirement date. Topics discussed include the number of retirees who say that living the retirement dream is achievable, and those...

  • Thoughts on Retirement Preparation. Daniels, Jane Zimmer // SWE Magazine;2014, Vol. 60 Issue 4, p58 

    The article offers advice on retirement planning. Topics discussed include the transition from work to retirement, the key factors to consider before retiring such as relationships, commitments and personal goals, and the need for retirees to seek the services of financial planners to consider...

  • Focus On All Aspects Of Life When Planning For Retirement. Guyton, Joseph // National Underwriter / Life & Health Financial Services;10/11/2004, Vol. 108 Issue 38, p13 

    Discusses the importance of focusing on all aspects of life when planning for retirement. Variables to be integrated in retirement planning; Usual focus of retirement planning; Areas to focus on when developing plans. INSET: Areas To Focus On When Developing Plans.

  • How I Did It. Soler, Ian; Hochman, David // Money;Dec2005, Vol. 34 Issue 12, p180 

    The article profiles Ian Soler, a retired electronics engineer from St. Augustine, Florida. He tells how he and his wife Brenda planned to retire by age 50, which included a decision not to have children. Financial data is provided. The reasons for renting instead of owning a home and for...

  • Planning for a Bumpy Ride. Updegrave, Walter // Money;Jun2009, Vol. 38 Issue 6, p28 

    The author reports on steps that retirees can take to ensure that their retirement savings can last throughout the rest of their lives. Steps that the author suggests that retirees take include to initially withdraw money from their retirement accounts at a conservative rate and to be willing to...

  • Pru plea for employers to boost financial planning. Lunn, Emma // Money Marketing;6/17/2004, p22 

    Reports on a Prudential survey which showed that almost three quarters of retired individuals did not seek help with their financial planning before their retirement. Prudential's advice to employers planning to give personal finance assistance to employees.

  • Retirement Is More than Just the Money. Cornfield, Jill // Plan Advisor News;2014, p13 

    The article reveals that many retirees in the U.S. find the retirement life more satisfying that anticipated, according a survey conducted by financial planning company MassMutual. Topics discussed include the unfounded fears of many pre-retirees, the importance of retirement planning, and the...

  • REAL-LIFE RETIREMENT PLANS (AND HOW MUCH THEY MIGHT COST.  // New York;10/31/2005, Vol. 38 Issue 38, p29 

    Presents several statements from retirees on their financial preparations for retirement in New York. Vacation plans of New School president Bob Kerrey; Apartment expansion project of Sarabeth Levine, owner and chef of Sarabeth's; Travel ambition of Penny Arcade, a performance artist.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics