Capable employees are at the heart of every organization. Their experience, skills, intuition, and ability add greatly to the overall success of the firm. Throughout an employee’s tenure, the company engages their talents and helps develop them for future challenges. And yet, when faced with the natural evolution of retirement, those same organizations often ignore…
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 when you focus more on yourself and it’s a time when work priorities change. However, learning how to keep healthy should be part of every person’s journey into retirement. Being…
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 common emotions experienced when preparing to retire. There are a things that a supervisor, manager, or human resource professional can do to assist employees to prepare for life after…
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, you’re really enjoying life. Finally, you are retired! But retiring is not only about giving up your job and relaxing. It’s entering one of the most exciting and challenging stages…
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 reverse mortgage, a homeowner takes out a loan based on the equity and market value of the home. Any current mortgage is paid off with the proceeds, and the bank…
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 the best retirement you can, or will you let your retirement years just happen to you?” Life After Work: Live It, Love it! provides you a pathway to a happy, fulfilling,…
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 to the next with little or no time to think about what we have done and how we did it. However, if we are to be successful in our retirement life,…
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 legal representative. The executor role is complex, challenging, and often time consuming. For most executors, this is a once or twice in a lifetime role, with a steep learning curve and…
You might be surprised how many people die each year without a will. There are numerous reasons for this major oversight including: those who cannot or will not think about death, those who believe talking about and creating a will may cause problems with their partner or family members, and those who don’t want to…
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