Retirement Planning

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…

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…

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?

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…

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

Did you ever visit a new place and suddenly have the feeling of “coming home?” This is exactly how many people describe their first impression of Portugal. For some, it is the warm climate and spectacular scenery that makes a strong first impression. For others, it is the warm smiles…

Whatever life after 60 looks like to you, thinking about the money you’ll have – and how much you’ll need – during retirement shouldn’t keep you up at night. Still, it’s hard not to obsess about the most worrying questions about money and aging…