Reading Time: 5 minutesTwo Kinds of Retirement Planning When you consult an advisor for retirement planning, it’s all about preparing financially for retirement. You want to ensure that, when you retire, you have adequate funds to maintain the lifestyle you desire for 10 to 40 years. The financial advisor will evaluate your assets, assess your income, and develop …
Reading Time: 4 minutesThe Inevitable Question We All Face All of us who have a life partner face the prospect of losing them to death at some point, or them losing us. Retired couples, being older, likely think about this much more than younger couples. The likelihood of losing a partner to death becomes greater the longer you …
Reading Time: 5 minutesRetirement Is a Beginning, Not Just an Ending Retirement is a new start, not just an ending. For many people, that new start feels abstract—until they make it tangible by changing their physical surroundings. When you retire, you begin the search for a new identity, a new purpose, a new you. That search is easier …
Reading Time: 4 minutesJoe’s Retirement Fantasy Joe got his dream. Then he wondered if he’d made the biggest mistake of his life. For years, Joe had dreamed about the day he’d quit work and retire. He met with his financial advisor well in advance, and together they worked out a financial plan to ensure he could retire when …
Reading Time: 4 minutesRetirement Has Changed—and So Must You It’s not your parents’ or grandparents’ retirement anymore. Back then, people expected to die within the first few years after retiring. Retirement used to mean slowing down until the end. Now it can last decades — and what you do with those decades matters. What will you do with …
Reading Time: 3 minutesWhy Retirement Often Feels Lonely George, a copywriter at a large advertising agency downtown, enjoyed his social life at work. He had lots of friends, and he’d share coffee breaks and lunch with them. About once a week, they’d all go out to dinner or for drinks at a local bar. But after the retirement …
Reading Time: 3 minutesAt first, retirement feels like freedom. No alarm clocks, no deadlines, no office politics. But after the honeymoon phase wears off, many retirees are surprised to find themselves asking—“Now what?” The good news is that there is a path from lack of meaning to a retirement that gives you purpose and a feeling of fulfillment. …
Reading Time: 3 minutesRetirement with Grandkids: Dream or Duty? For some retirees, time with grandchildren is one of the sweetest rewards of leaving the workforce. You finally have the freedom for mornings at the park, afternoons baking cookies, or even the occasional weekend sleepover. But that’s not everyone’s dream. Some grandparents don’t want—or can’t manage—to become regular childcare …
Reading Time: 3 minutesHave you ever wondered why retirement doesn’t always feel like the dream you imagined? The Myth of the Perfect Retirement Many people have real emotional difficulties transitioning from work to retirement. There’s often a gap between the expectations people have for retirement and the reality of retirement. In our culture, we only focus on preparing …
Reading Time: 2 minutesThe First Motivation: Giving Back Retirement allows you time to give back and serve, but is every volunteer role right for you? Serving others is noble—but if your work doesn’t also meet your own needs, you may end up burned out instead of fulfilled. What’s In It for You? Does a volunteer role you’re considering …