Retirement Planning

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…

We miss the profound depth to financial thriving when we focus solely on getting better rates of return, maximizing Social Security, mitigating risk, diversifying assets or addressing draw down rates – the traditional talk of financial advisors…

If you’re looking for unusual retirement gift ideas for women, I have you covered! Of course, the classic idea of a retirement gift is the “gold watch,” given by companies to retiring employees after decades of faithful service…

In many ways, retirement feels like crossing the finish line of a very long race. It’s the milestone that we all work towards throughout our careers. But it’s important not to retire too early. Doing so could make it difficult to enjoy your newfound freedom…

There is no part of life that can be experienced in a vacuum. Each decision you make impacts other areas of your life. I know, for instance, that if I have a glass of wine, it will trigger a migraine, and I will be wiped out for three days…