In general, when I speak with clients about what they want in retirement, often I hear, “I want to be happy”. To have a happy retirement you need to have a good handle on what makes you happy and what you need to do to make happy happen. This may mean filling your retirement with as…

Over the weekend I spoke with an owner of a merchandizing warehouse about how he could help his employees better prepare for retirement. He mentioned a large proportion of his workforce is in the age range of 45 to 65. Retirement Planning Workshops As an option, I suggested he offer his employees attendance at a retirement…

Success in retirement is subjective and measured differently across financial, emotional, and health-related metrics.  Based on 2025 and early 2026 data, here is how retirees are currently classified as ‘successful’ Though the statistics show improvement compared to previous years, what responsibility does an employer or financial professional have in assisting employees/clients achieve retirement success? It’s…

This morning at the gym, a fellow gym-mate said his financial advisor was dumping him. In conversation, he said his $300,000 investment isn’t ‘big’ enough to warrant the advisor’s time. Let’s face facts, it is a common observation that many financial advisory firms set minimum investable asset requirements around or above $500,000 (see Fisher Investment commercials…

As I look back on 2025, I’m asking, did I make a difference?  Did I have an impact on those I came in contact?  According to Jane Goodall, the world-renowned British primatologist and conservationist, we cannot get through one day without making a difference.  The question is, what kind of a difference do we want…

As a retirement coach, I’m often asked, “What do you do?” My answer, “I help people transition from work life to a fulfilling retirement by focusing on the non-financial aspects. Together, we find a new purpose, create an interesting daily structure, build a health and wellbeing strategy, identify social connections, use legacy to guide actions…

This morning at the gym, a fellow member and I wondered why so many people over 65 don’t exercise.  We talked about acquaintances who live sedate lives, such as sitting for hours watching TV, lying down during waking hours, or spending abnormal time using a computer. I belong to a group of 65+ year olds…

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…

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.