Blog

Where Will I Live? Part 1: The Financial Questions

Considering where you will spend your time is every bit as important as considering how you will spend your time. Many retirees hope their current...

Exploring Volunteering Options

Working as a volunteer provides many benefits, including added structure, opportunities to meet new people, and personal fulfillment. Volunteering also gives us opportunities to develop...

Volunteering Your Time

My daughter recently commented—complained a bit—that I am never at home these days. She’s right! Since becoming involved in the Showcase [charity event], I am...

Retirement Planning: How Much Will I Need? Part 3 and 4

Part 3: Company Pension Plans and Benefits Now it’s time to review your company pension plan and benefits. Company plans are as varied as the...

Retirement Planning: How Much Will I Need? Part 1

How much money do you need to retire comfortably? Is it $250,000?  $500,000?  $1 million or more? What is a realistic amount based on your current and...

Starting Your Own Business: Tips & Worksheets

Retirement can be the ideal time to take the leap into starting a business. The options are limitless. Many retirees also enjoy selling their handcrafted...

Work for Pay? Tips & Worksheets

Working and volunteering can help you build and maintain a successful retirement. The added structure and opportunities to meet new people and develop new skills...

Naming an Executor

In today's world with covid-19, more and more people are considering their will. As part of your estate planning, give special consideration to naming an...

Post-Retirement Employment

Many successful retirees work at paid and/or volunteer jobs. One of the benefits of working in retirement is a greater appreciation of your leisure hours....