Lifestyle & Retirement

Social Security: 6 Commonly Asked Questions

Social Security income is an important discussion to have with your financial advisor before you stop working. Below are commonly asked questions and answers to help you prepare for the conversation.   1. When should I collect Social Security benefits? The answer is different for every individual, as it depends on several personal factors. Her...Read More

Why You Should Start Planning Your Retirement NOW!

Real talk, everyone – things are pretty nuts out there right now. You know the old curse “may you live in interesting times?” Well, times can’t get much more interesting than living through a global pandemic! Right now may seem like the worst time to start planning for major life-changing events like your retirement. Yet you’d be surprised that, ev...Read More

Downsizing: The First Step in Living a More Active, Healthy, Social Life

Ah, retirement. Finally, time spent permanently away from work! Now is the time to live your life to the fullest. Pursue all those interests and hobbies you never could because there was no time! Spoil your grandkids as they deserve! Travel the world and go on adventures like you always wanted to! Your days of punching that time clock are over – no...Read More

Create a Wellness Plan: Independent Living Communities May = Health and Better Living!

Just about everyone looks forward to retirement. The day you finally get to hang up your hat for good and break free of the 9-to-5 is a cause for celebration! It represents the beginning of the rest of your life, spent doing what you want to do instead of what you have to in order to earn a living. Of course, there are some things you’ll need to pa...Read More

Amazon is Forever!

1994 was a hallmark year. Stephen Spielberg won his first directing Oscar for Schindler’s List. Friends aired for the first of ten seasons. Baseball went on strike. Nothing compared to the bald computer guy from Wall Street who quit his job and launched Amazon from his garage. The world would never be the same. “Help,” Fern called me from Californi...Read More

9 Myths about Retirement: Healthcare, Expenses, and More!

Retirement is a great reward for putting in literally decades in the workforce. That being said, preparing for retirement means ensuring that you can enjoy your golden years without any financial worries. It’s all too common to end up getting sucked into thinking the wrong way about retirement, so we’ve done our best to come up with the top nine my...Read More

To Work? or Not To Work….. Some Reasons To Think It Through

Why would anyone choose to keep a job when they could retire (or go back to work when they could stay retired)?  After all, “tradition” has it that most workers eagerly await retirement. We tend to think of it as our ultimate reward for decades of effort and hard work. But sometimes, the reality of retirement living doesn’t match ...Read More

Planning for the Future? Why an Independent Living Community May Be Your Best Option

No matter who you are, what you do, and how old you might be, it’s never too early to start planning for your future. Knowing that you’re prepared for when the time comes to hang up your hat and move on to greener pastures takes a lot of the sting out of an uncertain future.  Part of this future planning involves coming up with a solution for your ...Read More

5 Common Retirement Myths That Need Dispelling

Here are some insights to help dispel five persistent myths about retirement. Myth #1: I don’t need to revisit my withdrawal rate Planning how you will create a retirement income stream can be challenging. Historically, a rule of thumb has been that a properly diversified portfolio can last 30 years given withdrawals of 4% or less and increased ann...Read More

Staying Engaged: Just What The Brain Doctor Ordered!

Declining brain health is perhaps the greatest fear of older adults. The good news is that you can take steps to maintain your thinking and memory for many years to come. A healthy diet, regular aerobic exercise, and proper sleep are essential to keep your brain healthy. But work engagement and life satisfaction are two additional factors that conf...Read More

Financial Benefits of Working after Retirement

Given retirement can last several decades, many retirees continue working to some degree. Whether by choice or necessity, working after retirement provides you with financial benefits. If you don’t have a financial advisor, this may be a good time to seriously consider getting one.  Here are a few considerations to discuss with your financial advis...Read More

Want to Live Longer? Make It Worthwhile!

Yes, I know.  We already do a lot to ensure that we stay in good health so we can enjoy our later years.  We eat right, we exercise, and even with a pandemic going on, many of us are getting checkups and screenings as recommended by our doctors. But, did you know, it also makes sense to have some contingency plans for those bumps in the road that w...Read More

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