Helping Employees Prepare for Retirement – Why Bother?
Capable employees are at the heart of every organization. Their experience, skills, intuition, and ability add greatly to the overall success of the firm. Throughout...
How to Keep Healthy & Active
Many people contemplating retirement believe it is a time to throw your cares away, just relax and smell the roses. True, retirement is a time...
Helping Employees Prepare for Retirement – a Win/Win Approach
Many people are retiring earlier, whether by choice, through organizational restructurings or downsizing, or unexpected personal events such as failing health.Fear, panic, and discomfort are...
Retiring is NOT a Walk in the Park!
So you're thinking about retirement. Ah, freedom at last! You're no longer working. You're no longer commuting. For the first time in a long time,...
Reverse Mortgage: Is It For You?
In today's world, we're being bombarded with ads promoting reverse mortgages. However, few people understand how reverse mortgages work. This is my understanding: With a...
Why Use a Fulfillment Coach for Retirement
Most of us retiring today will live another 15, 20, 30, or more years. Retirement could be the second-longest period of our life. Considering this...
New Book: Life After Work: Live it, Love it!
https://youtu.be/T3abNa9u1Gk I'm excited to announce the release of my new book, Life After Work: Live it, Love it! I ask the question: "Will you create...
Journaling – A Secret to Achieving Retirement Success!
https://www.youtube.com/watch?v=ElClHY8Voho We live in a fast-paced world with tremendous convenience and we love to get things done quickly. We rush around, moving from one project...
Naming an Executor
https://www.youtube.com/watch?v=fSkZT4x5a0Q When preparing your will, and as part of your estate planning, give special consideration to naming an executor. The executor acts as your estate's...