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...
Making a Will / Accompanying Letter
https://www.youtube.com/watch?v=kUtfNIcRQ7M You might be surprised how many people die each year without a will. There are numerous reasons for this major oversight including: those who...