Latest Blogs, Tools And Resources
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....
6 Retirement Questions to Ask Yourself
Do You Really Want to Retire? Not long ago, I had lunch with Charlie, a 63-year-old business owner from West Caldwell, New Jersey. Because he knew that I was in the financial services industry, he peppered me with questions about retirement and his pending plans to...
The Modern Elder
Struggling with the Traditional Concept of Retirement For many years I have struggled with the concept of ‘retirement’. As I work with my clients, I can’t help but feel that the idea of it being the end of things and the time to wind it down didn’t fit what I was...
The Health Benefits of Strong Relationships
The Proven Correlation Between the Size of Your Social Network and your Longevity. A lot of research has been done on the health benefits of having strong relationships in your later years. Studies have shown a direct correlation between the size of your social...
Future Effects of Past Money Experiences
Your past money experiences can affect the way you deal with your financial decisions today, and into the future. People tend to deal with money on an emotional level and that can affect their ability to make good financial decisions. This is one of the reasons people...