Reading Time: 5 minutesWhat George Didn’t Expect (And You Might Not Either) George never imagined that he’d be bored in retirement, but he had to admit that he was. Before he retired, he fantasized about how much he’d enjoy having all that free time. He loved to play golf, but with work and home responsibilities, he never had …
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: 5 minutesWhen Retirement Goes Smoothly—for One Spouse Bruce and Mary had looked forward to retirement for years. They both worked in stressful professional jobs and were anxious to leave work and finally have time to travel and enjoy life. Initially, everything went great during the retirement “honeymoon” phase. But then Mary became concerned about Bruce. He …
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: 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 …