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Investing Specialists

At What Age Did You Retire?

Young retirees chalk up their success to thrift and luck, while others opt to work forever.

"I will say that not one of my clients' retirements looked the way they thought it was going to look. They lived longer than they thought. They lived shorter than they thought. They were healthier than they thought. They were less healthy than they thought they would be."

Financial planner Ross Levin made that statement in an interview back in early 2009, and it has stuck with me. It illustrates that even when we think we've laid the groundwork for the rest of our lives, unanticipated events have a way of upending those plans.

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