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 …
Reading Time: 3 minutesMy wife and I feel very fortunate to have been able to fully retire at age 63. If it hadn’t been for my military pension, we’d still both be working. Unfortunately, it’s clear that many boomers and upcoming Gen Xers will not be financially prepared for retirement. What happens then? The Thing Nobody Talks About …
Reading Time: 5 minutesYes, You Still Need Tech A few months after I retired, I found myself staring at my task manager—the same one I’d used for years to juggle client deadlines, meetings, and projects. It was nearly empty. That’s when it hit me: I didn’t need this anymore. Do retirees have a need for tech? The knee-jerk …
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. …