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Retirement Planning

Retirement planning isn’t just about saving money. It’s also about making sure that you have the skills, passive income and passions to get the most from life after retirement.

Retirement Planning: Leaving a Legacy for Your Family (That Will Stand the Test of Time!)
6 months ago

Retirement Planning: Leaving a Legacy for Your Family (That Will Stand the Test of Time!)

Leaving a legacy is often connected with money and real estate – but not always. Join us in discussion with financial expert Pam Krueger whose advice is sure to shed some light on the topic. Enjoy the conversation! Read More

Are Older Investors Being Too Conservative? A Controversial Look at How We Save for Retirement
6 months ago

Are Older Investors Being Too Conservative? A Controversial Look at How We Save for Retirement

The idea that investors should be more conservative with their money as they get a little older is based on solid investment wisdom. After all, the last thing you want to happen one year before retirement is for your life savings to go up in smoke during a market correction. Read More

Why “Focus on Increasing Income Not Cutting Costs” is Horrible Financial Advice
7 months ago

Why “Focus on Increasing Income Not Cutting Costs” is Horrible Financial Advice

People hate cutting costs. Beyond the practical considerations of having to give up all the shiny new stuff that marketers tell us we need, there are psychological reasons that we hate cost cutting. Read More

3 Ways to Organize Your Financial Records as a Responsible Mature Woman and Have Fun Too!
7 months ago

3 Ways to Organize Your Financial Records as a Responsible Mature Woman and Have Fun Too!

The last quarter of the year can become quite stressful, especially for those of us over 60. In some parts of the world, October is filled with more outdoor events with family and friends because the weather turns cooler while the sun is still generous. Read More

Retiring Abroad? 5 Language Tips from My Chinese-Russian-German-English Speaking Son
7 months ago

Retiring Abroad? 5 Language Tips from My Chinese-Russian-German-English Speaking Son

When retiring abroad, isn’t it hard to learn the local language? This is one of the most common questions that I receive when I tell people about my decision to move to Switzerland. Read More

Counting on Social Security Could Kill Your Future! Do These 4 Things Instead
7 months ago

Counting on Social Security Could Kill Your Future! Do These 4 Things Instead

The way that people view Social Security is strongly influenced by their age and financial position. If you are young and healthy, you may view Social Security as something that “you’ll never see” or “just a handout for older people who didn’t save.” Read More

How Downsizing Early Could Help You Save $200K Extra for Retirement
7 months ago

How Downsizing Early Could Help You Save $200K Extra for Retirement

It’s not surprising that downsizing has become a big trend in the United States and other Western countries. After all, we are simply drowning in stuff! How much stuff? Well, according to the LA Times, the average U.S. household contains 300,000 items. 300,000! That’s insane! Read More

Are You Being SMART? 4 Tips for Setting Your Financial Goals After 60
8 months ago

Are You Being SMART? 4 Tips for Setting Your Financial Goals After 60

Historically speaking, your financial adviser’s job has always been to help you reach your financial goals. If you wanted to retire, travel or buy that vacation home, you were only to set your goal, and your adviser would tell you how to get there. Read More

How Positive Financial Thinking Can Help You to Get More from Retirement
8 months ago

How Positive Financial Thinking Can Help You to Get More from Retirement

We miss the profound depth to financial thriving when we focus solely on getting better rates of return, maximizing Social Security, mitigating risk, diversifying assets or addressing draw down rates – the traditional talk of financial advisors. Read More

When it Comes to Saving for Retirement, 60 is the New 50
9 months ago

When it Comes to Saving for Retirement, 60 is the New 50

I’m somewhat skeptical of the whole concept of “retirement.” I’ve seen far too many cases of people building up retirement as the “ultimate destination,” only to find themselves feeling lost, socially isolated and financially stretched when they finally get there. Read More