Retirement Planning

If you are like many of us and recently found yourself sorting through numerous documents to find papers needed for your tax return, then you may be ready to get organized. Finding all the documents our accountant needs in order to prepare…

As you age, how do you see your retirement years playing out? As a time to settle for what you got and feeling a bit disappointed? Or do you want a more vigorous lifestyle that allows you to continue to stretch and grow?

The last quarter of the year can become quite stressful, especially for those of us over 60. In some parts of the world, October is filled with more outdoor events with family and friends because the weather turns cooler while the sun is still generous…

In any relationship, there is division of labour – one partner will probably do most of the cooking, the other will probably do most of the car-related stuff, and so on…

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…

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…

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!