Your Retirement Plan Is Probably Wrong (And That’s Okay)

Reading Time: 4 minutesOur ‘Forever Home’ Lasted Eight Years When we retired, my wife and I decided to move to a retiree community in Arizona. We bought a home with the idea that it would be our “forever home.” We significantly upgraded it with new windows, solar tubes, new flooring, French doors, landscaping, and a bathroom upgrade. After …

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How to Prepare for Retirement (Even If It’s Years Away)

Reading Time: 7 minutesRecently, several people have asked me how and when I’d recommend they should prepare for retirement. Some are decades away from retirement, and others are just a couple of years away. It’s encouraging that people are beginning to understand that successfully navigating the transition to retirement requires some preparation and thought. You don’t just quit …

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The Real Reason You Need a Retirement Plan (And It’s Not Money)

Reading Time: 5 minutesWhy a Plan Matters (But Isn’t the Point) Most people think retirement planning is about money. While financial planning is important, the real challenge is navigating your mental and emotional transition. A comprehensive retirement plan considers the factors you’ll face during the retirement transition. It helps you to recognize, think through, and prepare in advance. …

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Why Part-Time Work May Be the Smartest Move You Make in Retirement

Reading Time: 3 minutesModern Retirement: More Choice Than Ever It’s not your parents’ or grandparents’ retirement anymore. Back then, many companies had mandatory retirement ages. You worked until sixty-five, got the gold watch, and settled into a rocking chair until the end. Today, retirement looks different. You get to design it yourself. Maybe you’re not ready to stop …

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5 Things You Need To Do Before You Retire

Reading Time: 4 minutesYou Can’t Wait to Retire—But What Comes Next? You’ve worked for decades. You can hardly wait to quit. The calendar countdown is on. The retirement party is planned. Freedom is calling. But after the cake is gone and the routine disappears, something unexpected happens: you wake up the next morning wondering, Now what? That’s why …

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Rethinking Retirement: Beyond the Fantasy of Luxury Living

Reading Time: 4 minutesThe Marketing Mirage of Retirement When you think of retirement, do you assume you have to have enough money to support a luxury lifestyle? Maybe you think of non-stop luxury travel–smiling couples on cruises, sipping wine in Tuscany, or riding matching e-bikes along the coast. “For decades, society has pitched us a version of retirement …

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