Retirement Planning

I have been dealing with the topic of the transition to retirement for the past 25 years. I have come to the conclusion that retirement is not about an age or an amount of money; it is about when work – earning an income – becomes optional!

Ladies, when you “dis” something you mentally degrade or put it down. This can hinder you from using your financial resources in retirement to fulfill your unique version of true wealth…

You have crossed over the proverbial finish line of retirement. You set your financial goals, and your financial advisor says you have the resources to sustain your income needs…

Do you get nervous about having enough cash in retirement? Whether you are in retirement now, or preparing for retirement in the near future, it is never too late or too early to shape up your cash flow…

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…

Most people haven’t given retirement much thought, only thinking how nice it will be to not have to get up at dawn. But then the days go on and you sense a little confusion or disappointment. Is this it? Is this what retirement is?

We’ve heard retirement referred to as the “golden years,” the “autumn in life,” or the “third act,” and ideal lifestyles ranging from active to passive and energetic to idle. Destinations abroad await some, while tango lessons, writing memoirs, pickleball…

Have you ever had a goal you couldn’t seem to get accomplished, but then when there was a special event added to the calendar, it somehow got done? Losing weight before a wedding, completing a home project before company comes to stay…

One of the most difficult and emotional times in our lives is making the transition to retirement. Sure, all of the ads make us think of freedom, buying a vineyard, going sailing or hitting the road in a Winnebago! The reality is that although some may be able…

When it comes to financial security, Baby Boomers are somewhat of a mystery. On the one hand, we are often called “The richest generation of all time.” On the other hand, even after decades in the workforce, we still carry the second highest level of debt…