Retirement Planning

Retirement planning isn't just about saving money. It's also about making sure that you have the skills, passive income and passions to get the most from life after retirement.

1 year ago

What to Do So Your Inheritance Does Not End Up in the Hands of the Other Woman

“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…

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1 year ago

The Trail, The Flood, and My Quest for a New Route

My family has enjoyed a cabin in a small hamlet outside of Estes Park for over 40 years. Summers of my youth were spent fishing, hiking, and exploring amidst the granite rocks, pristine lakes, and whispering pines of my beloved Colorado…

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1 year ago

Retirement Takeaways from the SECURE Act

The SECURE Act was a big deal when it was passed in December of 2019. However, just a few short months later Covid-19 hit and the CARES Act was passed. Most people never had a chance to incorporate the SECURE Act into their retirement…

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1 year ago

3 Massive Reasons Not to Make a Big Deal About Your Upcoming Retirement at Work

How do you picture your retirement party at work? Do you imagine a room filled with champagne, laughter and plenty of stories celebrating your greatness? Or, do you picture half-a-dozen distracted co-workers standing in the break-room drinking $5 prosecco from plastic cups, glancing periodically at their watches as they try to determine whether they have spent enough time to be able to make a polite excuse so that they can get back to watching cat videos or writing emails? Read More

1 year ago

Waiting Until Retirement to Find Your First Consulting Gig is a HUGE Mistake! 4 Ways to Start Early

In a previous article, I argued that announcing your retirement at work is one of the biggest financial mistakes that you can make. Not only can talking about your retirement result in lower compensation towards the end of your career, but, it can also limit your ability to work as a consultant, either for your ex-employer or one of the companies that you worked with in the past. Read More

1 year ago

Older Adults Are Spending Epic Amounts on Home Renovations… But, it Won’t Matter if We Don’t Do This!

For most of our lives, home renovations involve making our home more exciting, inviting and valuable. New decks make room for summer BBQ fun, kitchen refreshes give us room…

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1 year ago

Annuities Without Commissions – Are They a Real Thing and Can You Benefit from Them?

At its most basic, an annuity is a contract where you give an insurance company a sum of money and they promise to pay you an income stream for a specific period of time, often your entire life…

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1 year ago

An Interview with a Retired Millionaire: Living Better for Less in Retirement

Today, I wanted to share an interview I had with a millionaire who has just retired. I wanted us to see how she thinks, how she lives, what she does. I hope it gives you some perspective about your life, your retirement savings and your relationship to money. Read More

1 year ago

Boost Your 401K in Your 50s and 60s with These 4 Simple Tricks

If you are in your 50s and 60s and haven’t saved enough for retirement, there are 3 short words that will kill all of your future dreams… “It’s too late.” In reality, there is plenty that we can do in the years leading up to retirement to give our 401K a boost. We just need to know where to start! Read More

1 year ago

3 Money Topics to Discuss with Your Partner Before Retirement (#2 Could Save Your Marriage)

One of the most awkward topics of conversation in a relationship is money. It’s daunting, but once you learn how to talk about money, you’ll find different parts of your post-retirement life opening up…

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