Category: Uncategorized

Greetings! I hope that this finds you well and in good spirits! There is an enormous amount of research that points to the fact that we all have a chance to live longer in retirement than we anticipated. I saw a statistic recently that reported that all known medical information doubles…

Greetings! I trust that this finds you well and enjoying life. Before you retire, take the time to figure out just how much money you’ll need for retirement. One of the biggest concerns for retirees is whether their retirement savings will last the rest of their lives, will they run out…

Greetings! I trust that this will find you well and enjoying life. My favorite time of the year, duck season and oh yes of course the holidays! But seriously folks it’s the holidays, the best time of the year for a lot of reasons. Thanksgiving as a prominent nationally celebrated holiday second…

Greetings! I trust that this will find you well and enjoying life. Experiencing meaning, purpose, and happiness in retirement won’t happen unless you make it happen. Advanced planning on how you will spend your time and energy is as important as the financial planning you do as you approach the big…

Greetings! I trust that this finds you well and enjoying life. As you near retirement age, you may be offered early retirement by your employer who may refer to the offer as a golden handshake or a golden parachute. The offer usually consists of severance payments and post-retirement medical coverage combined…

Greetings! I trust that this finds you well and enjoying life. To live well in retirement, you have to embrace change and longevity planning. As you get older your circumstances will continue to change, sometimes rapidly. What doesn’t change is your desire to be independent, to have social connections that enrich your…

I trust that this will find you well and enjoying life. It’s complicated money and happiness. Does more wealth lead to happiness? Researchers have tackled this question for decades, and although the results have differed, one fact is certain: The relationship between money and happiness –or “well-being,” as many researchers put…

I trust that this will find you well and enjoying life. I have a question for you and I want an honest answer. Do you know where you stand financially at any given point in time? To be more specific, do you know within a few thousand dollars what your assets…

Greetings! I trust that this will find you well and enjoying life. The question often is, is there a biggest mistake people make when approaching retirement? In my opinion, there is a mistake that involves the biggest possible consequences. Many people in their 50s and beyond are making a serious mistake and it has…

Greetings! I trust that this will find you well and enjoying life. During your working years, you’ve set aside funds in retirement accounts such as IRAs, 401(k)s, and other workplace savings plans, as well as in taxable accounts. Your challenge during retirement is to convert those savings into an ongoing income…