Retirement Planning

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!

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…

Do you get nervous about having enough cash in retirement? Whether you are in retirement now, or preparing for retirement in the near future, it is never too late or too early to shape up your cash flow…

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?

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…

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…