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?
Some people are rooted in their current place. It’s the home they’ve lived in their whole lives and it’ll be the one they live in for as long as they are blessed to be on earth. Many of my clients fit this bill and I suspect this will be my parents as well. Some are… Continue reading Finding a Great Place to Retire
My kids love to read and sing songs. One of our favorites is “We’re Going On a Bear Hunt,” a 1989 children’s picture book about a couple kids and their dog going out to hunt a bear, having to travel through grass, a river, mud, a forest and a snowstorm before reaching the dark and… Continue reading We’re Going on a Bear Hunt
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
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