Latest Blogs, Tools And Resources
Mentally Preparing Yourself to Retire
Bruce and Jitendra had planned for their retirement about five years before Bruce was ready to leave his job as a school principal. Many of their friends were either retired or facing retirement and provided the couple with good examples of both what to do and not to...
Have You Thought About Working in Retirement?
In my discussions with my clients, we often talk about what role “work” might play in retirement. While some clients would never consider such a thing, many understand the value that work provides in their lives and they try to incorporate work activities into a...
People Behave Badly – The Power of Diversification
Indices v. Investors Investors, left to their own devices, can work against their long-term interests. When people react with emotion they tend to make snap decisions that don’t always work in their favor. In my experience, Human nature is a terrible investor. If you...
What Are Your Work Options in Retirement?
When considering all of the various options for your retirement some important questions to ask yourself are “What are the positive impacts on my life from staying in the workforce?” and “What is the ‘good stuff’ I get from being employed?” Even if you are really...
Redefining Retirement
“When you wake up one morning and decide that, from this day forward, you can do what you want, when you want, and how you want—you are retired.” - Barry LaValley There is an old story that can be used to describe how aging boomers think about retirement. A woman who...
The Role of Work in a Healthy Life
There is a tendency to demonize work in order to make retirement look more attractive. In this blog, we look at the value that work provides. Our retirement consultant Barry LaValley of the Retirement Lifestyle Center has suggested that you consider the things you...
Healthy Aging: An Essential Element in a Happy Retirement
It’s not too late to add healthy aging to your retirement plans! In discussions with my clients about their future, I am often struck by their fear of health issues that may cause them an early death. In fact, some of them refuse to discuss long-term issues in their...
What is Your Vision for the Future?
Did you know that your past experiences with money can affect your financial future? You may have been raised in a home where extras were scarce, so now you tend to treat yourself a little too often. Or, if you were raised in a family where money wasn’t talked about...
When You Think of Your Retirement, What Vision Comes to Mind?
Aaron and Monica Sector were approaching the point where Aaron could walk away from his company with a reasonable pension. Monica, an elementary school teacher, still had five years left before she joined her husband “in retirement.” The Sectors had been caught up in...
Defining Retirement Success
The first step to having a successful retirement is defining what a successful retirement means to you. That means actually writing it out! A successful retirement will look different to different people. Some may want to keep working; others may want to travel....