Nearing Retirement, Retirement Planning

When I’m 64 – Is Age Driving Your Retirement Plan?

Age is relative. How we feel from year to year probably depends on a litany of things other than just age, which many would say, “is just a number.” I felt that way again this year as I recently celebrated my 35th birthday. 35 didn’t feel any different than 34, or 30 for that matter.… Continue reading When I’m 64 – Is Age Driving Your Retirement Plan?

Retirement Planning

Starting the Planning Process Over Again: Marriage and Divorce

The marriage and divorce statistics make money issues between partners more complicated today than they have ever been before. Looking back in time, it used to be that most assets were jointly owned, there was often only one income for the family, divorce was rare, and estate planning by spouses generally consisted of simple wills that… Continue reading Starting the Planning Process Over Again: Marriage and Divorce

Nearing Retirement, Retirement Planning

Your Retirement “Transition” Plan in 5 Steps

Do any of the following describe you? You’ve worked at the same job with the same company for 25+ years. You aren’t ready to retire, but the job is getting old. Your work is draining, either because its mentally draining, physically draining or perhaps the commute is draining. You’re physically and mentally ready to retire,… Continue reading Your Retirement “Transition” Plan in 5 Steps