Forget about the bite the current economic storm has taken out of your savings.  You can still have a happy retirement without a large nest egg.  All it takes is a little planning.As a Canadian retirement expert, I’ve just released a unique retirement “self-help” book, called Retirement: The Ultimate Life Journey.  In addition to financial…

With thousands of boomers retiring each day, retirement planning has intensified to include ways to increase their self-assertiveness, finding purpose, living within a budget, and many other critical topics.  But where to start with your planning?

It’s surprising how many people die without a will. Here are some pointers about getting your documents in order.

You might notice a big difference in our website. We think it’s a fresh new look and more clearly explains what we do.

Employers tend to think their employees are prepared for retirement, but that’s often not the case with employees.

So, you’re thinking about retirement.  Ah, freedom at last!  You’re no longer working.  You’re no longer commuting. You’re going to enjoy living! But are you ready?  You may have asked yourself money questions such as “How much money will I need to retire comfortably?” “Will my money last long enough?” and “How much will I…

Startling facts: Solutions/Services What’s in it for participants? Employer Benefits Employers benefit from helping employees prepare for retirement through increased productivity, higher employee retention rates, enhanced talent attraction, and improved employee morale and well-being. Companies & Organizations What participants say: For information Rick Atkinson, MBA, CHRP, CMC, FDFS

One of the most difficult stages in transitioning from work to retirement is recognizing the need to change how life in retirement may be different than one envisioned years ago. For many pre-retirees, they pictured retirement as a time when they wake up when they’re ready, lounging around the house with a cup of coffee,…

Will you be successful at retirement?  When I was in my 50’s and immersed in my human resource career, I began to ask myself whether I would be successful at retirement.  The genesis of my question was the number of retired people I had experienced who, in my opinion, were not successful.  They appeared to…

The three phases of retirement are often referred to as the Go-Go Phase, Slow-Go Phase and No-Go Phase. This framework helps anticipate how your spending and activity levels are likely to change over time. Go-Go Phase: This is the early, active, and most expensive phase of retirement. It occurs when the retiree is between 65…

I ‘retired’ 28 years ago when the company where I was employed as VP, Human Resources was sold.  At the time, the senior management team was obliterated.  I remember thinking, I’m too young (55) to retire, plus I couldn’t afford to ‘just hang up my skates’. As luck would have it, I was able to…

There are various ways to help a client succeed in retirement.  One of the easiest and most rewarding is to regularly discuss the client’s retirement planning.  This means having face-to-face coaching discussions where the emphasis becomes not just talking about money but really gearing the conversation towards what the money is for. Step 1- Getting…