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Category Archives: Retirement

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Use a Lifetime of Skills to Give Back During Retirement

Pensions, Retirement

The professional skills you’ve honed during your career are still incredibly valuable even though you’re retired. Rarely has there been a greater need for talented and dedicated people with a wide variety of abilities to pitch in and help their communities tackle some significant problems. But giving back is also good for you. Many studies […]

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Be Resilient and Gain Personal Momentum Coming Out of the Covid-19 Pandemic Part 2: Growth Through Adversity

Financial Planning, Market Commentary, Retirement

In Part 1 of this series, Dr. Beth Kurland and retired Commander David Sears of the U.S. Navy SEALS shared three habits they believe will help folks build momentum as we – hopefully – continue moving towards the end of quarantine. By focusing on the present, embracing the positive, and leveraging our relationships and routines, […]

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Use Free Time to Think About Retirement

Financial Planning, Retirement

The coronavirus pandemic has forced many older workers to reassess their careers and how they view retirement. Folks who are fortunate enough to be working from home might be coping with a mix of technological hurdles, while also enjoying more family time and more flexible hours. Too many others nearing retirement are facing real financial […]

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When Setting New Year’s Resolutions Be Sure to Rethink Your Financial Goals

Financial Planning, Holidays, Retirement, Tax Planning

If your New Year’s resolutions rarely last until Valentine’s Day, this might be the year to stop “resolving” and start setting goals. What’s the difference? “I’m going to be healthier” is a common resolution. It begs the question, “How?” Folks who can’t answer that question usually get frustrated and abandon their resolutions before they start. […]

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If You’re In or Near Retirement, Here’s How to Prepare for and Survive the Next Bear Market

Financial Planning, Market Commentary, Pensions, Retirement

Anyone who’s retired in the past 10 years has been very fortunate. They’ve experienced a massive bull market and they may even have a higher net worth today than when they retired! But it won’t always be that way. Some people will have the unfortunate luck of retiring right into the teeth of the next […]

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