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Category Archives: Retirement

“Just buy the steaks”

Financial Planning, Retirement

We all get the importance of saving for the future—building that nest egg, planning for retirement, and securing your financial dreams. But there’s another side to the coin: enjoying the present. When I joined the family firm in 2001 I recall my dad sharing a story that has stuck with me ever since: A woman […]

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What is Your Premortem for 2025?

Financial Planning, Retirement

What is Your Premortem for 2025?   As you think back on 2025, why was this your worst year ever?   That’s not typically the thought exercise we go through when preparing for a New Year. But one possible reason over 90% of people fail at their New Year’s resolutions is that they haven’t thought […]

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Fear of Investing and Fear of Spending

Pensions, Retirement

Fear of Investing When you make any investment, you’re taking on risks. That’s why many folks who are skeptical of the markets think Wall Street is just a big casino where the house always wins. Because they’re worried that their investments won’t pay off, they prefer to “play it safe” by keeping most of their […]

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Become a SuperAger for a Higher Return on Life

Pensions, Retirement, Uncategorized

Become a SuperAger for a Higher ROL Northwestern University’s SuperAging Study defines a “SuperAger” as a person in their 80s whose cognitive function is comparable to an average middle-aged person. These are the “sharp” seniors who keep learning, keep growing, and keep adapting to whatever life throws at them. SuperAgers also lose brain matter at […]

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Could Extending Your Holiday Be Worth Considering?

Holidays, Retirement

Could Extending Your Holiday Be Worth it?   Remember those days during your career when just carving out a free weekend for a holiday felt impossible?   Now that you’re retired, time is no longer an issue! You’re free to travel where you want, when you want, for as long as you want. And, for […]

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