Tag: retirement
Early last year, a client who was a month away from retiring walked into Matthew Jackson’s office and asked him to manage his money. Then the client started pulling financial statements out of a folder and slid them across the desk. “I’m excited for you,” Jackson recalled was his first reaction. “But let’s talk mor…
When Squared Away first went live almost seven years ago, few reporters in the mainstream media wrote regularly about retirement. Things have really changed. The Washington Post recently declared a “new reality of old age in America.” The New York Times and The Boston Globe have regular retirement writers. Even The New Yorker – t…
