Research shows: Most of us retiring today will live another 15, 20, 30 or more years. Considering this fact, “Will you create the best retirement you can, or will you let your retirement years just happen to you?” Retirement is more than money! It’s one of the most exciting and challenging stages of life. When…

Increasingly we’re reading and hearing about ageism.  Everything from being considered old at age 50, considered over-the-hill, seen as being non-productive, non-contributing members of society, and the list goes on. Younger generations often see ‘older people’ as already having made their contribution to their family and society and have mentally ‘hung up their skates’. Mergers,…

Recently a financial advisor asked me, “What can I tell a client who is at a loss regarding time?” One of the most common complaints of retirees is wondering where the time goes. Often a retired person has the greatest intentions to accomplish goals and activities, but the days and weeks seem to disappear. This leaves…

Survey results: 84% of retirees don’t have a retirement mentor: someone who has already successfully travelled the retirement road. For over 14 years I’ve helped people prepare for, and live retirement.  Whether by way of my writing, speaking, workshops or personal mentoring it’s been a blessing and a gift.  However, there are people preparing for…

According to surveys, 88% of financial advisors report offering non-tradition guidance like financial coaching or lifestyle alignment, only about 46% provide truly holistic planning that covers the full spectrum of human and life-transition needs beyond pure portfolio management. Recently I asked a group of pre-retirees whether their financial advisor is offering them a holistic approach…

Recently I’ve written blogs concerning spousal/partner relationships in retirement.  I mention the importance of communication, whether it is how each feel about retirement, roles and responsibilities, acts of kindness and appreciation, family challenges, etc. (see www.whencaniretire.ca/insights/. But what makes for good communication between spouses and partners? For many couples, retirement comes as a shock.  Each…

As I argued previously, (Rick Atkinson: Retirement: The Ultimate Life Journey 2025), at retirement, one relationship that often changes is with your spouse or partner. In the early and middle years of marriage, couples normally don’t spend a lot of time together. As partners, they are busy making a living, raising a family and fixing…

In Part 1 of Spousal/Partner Relations in Retirement, I wrote about the importance of you and your spouse to identify to each other what retirement means in terms of roles and responsibilities.  In addition, due to different interests, hobbies, tasks or just ‘chill out time’, I mentioned one train of thought and that is, if…

In a previous blog, I wrote about the importance of being proactive in seeking new people into your changing social circle after you retired. As part of your relationship planning, think how you can reward those people important enough to be in your social circle.  In addition to your spouse, family members and close friends,…

More and more 45+ people are losing their jobs due to downsizing, restructuring, artificial intelligence, and ageism. In 2019, I wrote the book entitled, Why Me? And No Gold Watch! based on research and interviews of people who were recently unemployed. One of my interviewees, Doug, lost his senior IT manager position at the age…