Retirement planning can be stressful because there are a lot of things to keep track of. One of the steps that often gets overlooked is announcing to your employer that you are going to retire. This may require writing a letter to explain your plans and goals for the future, while also choosing a date [...]
Retirement planning shouldn’t start when you turn 65. In fact, the earlier you start planning, the better. Unfortunately, most people hold off on thinking about it as long as possible. If you’re in your 50’s, now is a good time to catch up on the years you might have missed. When you reach the age [...]
One of my favorite movies, The Bucket List, shows costars Morgan Freeman and Jack Nicholson embarking on the journey of a lifetime to accomplish all the things they want to do in life with the time they have left. After receiving devastating diagnoses, they decide to go skydiving, travel on an African safari and develop [...]
We all have retirement dreams and personal goals. For some of us, that means biking across Europe, or hang-gliding off the coast of Morocco. But for others, the ideal retirement may be more of an inward journey. There are plenty of closet artists, writers, and musicians out there who can’t wait to leave the daily [...]
When you’re cruising the open road, or when you’re stuck in traffic, there’s a good chance you’re listening to something. Maybe it’s your music, a podcast, someone talking to you on the phone, or maybe just some friendly conversation with your passengers. Now, next time you’re in your car, I want you to do yourself [...]
If you’re approaching or already in retirement, it’s always a good idea to re-visit your goals and overall plans for the future. The great thing about retirement is that you are your own boss. But, that can also be a dangerous thing about retirement, if you aren’t willing to take charge and really push yourself [...]
Retirement doesn’t have to be the “end all, be all” of earning a steady paycheck. In fact, retirement could be the start of doing something that you’ve always wanted to do and now, get paid for doing it. While some people continue to work because they need the income to cover rising expenses in retirement, [...]
According to recent studies, the “great wealth transfer” will have baby boomers transferring an estimated $30 trillion to their heirs by 2050. Estate planning is defined as the preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death. Whereas legacy planning is defined as a financial [...]
In today’s world, retirement can last 30 years or more, which makes it extremely important that you don’t run out of money before you pass. After first creating your retirement plan, you must constantly review your strategies to make certain that you stay on track toward achieving a safe and rewarding life in retirement. It’s [...]
With financial concerns consuming people’s minds day in and day out, it sometimes causes them to miss (or consider skipping) doctor’s appointments, even when they needed some sort of care. According to a survey from Merrill Lynch and Age Wave, people age 65 and older ranked “health” as their greatest worry. As the cost of healthcare [...]
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