Retirement Planning

I’m a member of the club women hate to join — the Widows Club. When my husband died, it felt like a big part of me died, too. I lost the love of my life and the dreams we shared for our future. All gone in an instant and right…

When I moved into my newly built home more than 10 years ago, the city planted small trees on the front lawns of most of the homes. While many homeowners got spindly young saplings, I was fortunate enough to get a tall…

“Money does not change people, it unmasks them.” – Henry Ford. Most people do not enter a marriage with the idea of ending it. But almost half of marriages do end. Dennis and Meghan were married for almost 20 years and had two teens…

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…