Retirement Planning

Conversations around transitioning together and transitioning as individuals are critical prior to retirement. Most likely, the two of you have contributed to a financial plan for years on end. But have you considered an emotional plan?

You’ve set a date. And the date is getting closer. We have wedding dates, baby due dates, vacation dates, closing dates, and moving dates. We prepare for all those things – we make lists, we shop, we prepare, we do paperwork. We do our homework…

Why is it that so many people do not want to look at retirement seriously? It is said that people spend more time planning an overseas trip than they do retirement. Do we fear retirement? If so, what do we fear?

One easy step to avoid disappointment in your retirement expectations is to complete a simple but effective exercise I developed. All you need is a pen and paper. Answer the following questions, and if you have a significant other, have them also create his…

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?