Retirement Planning

Many of us look forward to spending our retirement years doing all the things we’ve always wanted to do. But how do we know if we’ve saved enough money to make our dream retirement a reality?
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There’s no advance warning system to predict one’s response to retirement.

You can chat yourself up before the actual day arrives. You can bathe in some fuzzy ‘before-glow’ about the leisurely life you’re about to experience. However, nothing can prepare you for the moment your world shifts from deadlines and demands to dead time and sweat pants. Read More

Most people don’t believe they’ll live to be a hundred, and it shows in the way they build their financial plans, if they have one at all. The projected age that people start thinking about retirement is 60 or 65…
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We urgently need to reinvent how women live in retirement. Here’s how we might do it.

There’s a lifestyle shift in progress as single women are searching for new ways to live in community as they navigate their 60s and beyond. Read More

Do you or your spouse have an IRA or employer sponsored plan? The recent changes made under the SECURE Act will have an impact on you…
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For most of my adult working life as a self-employed person, the end of the year meant pushing hard to try and beat the prior year revenue. This was always a challenge and often met with high anxiety as we entered the ‘holiday season’ from Thanksgiving to New Year’s Eve. Read More

Contrary to what you might imagine, life in a senior living community can be robust and exciting. In fact, a Holleran Consulting survey of 57,900 respondents revealed that nearly 90% of senior living residents rated their overall satisfaction as good…
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Regardless of how we feel about it, this year is rolling to a close. Perhaps we failed to achieve the goals we had set for ourselves in those past 12 months. Or, maybe we managed to fulfill our expectations. Read More

In recent years, there’s been much debate about the concept of “fun learning.” Do students learn better when their lessons are infused with humor and fun? Or does the old “no pain, no gain” rule still apply?
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With the end of 2019 drawing near, it’s time to figure out how to be financially wise to our best advantage. For those of you over 50, it’s time to put money into your own or a spousal IRA. The limit is $7,000…
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