Many soon-to-be retirees struggle to imagine their week without work in it. All those blank calendar days are exciting, but they can also be overwhelming. But once you actually retire, you might find that your daily routine isn’t quite as different as you expected, and that there isn’t quite as much blank space as you’d […]
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As part of our Life-Centered Planning process, we’ve talked about how market volatility is a normal part of investing. We’ve also discussed how we’ve structured your investments to “weather the storm” and maintain a comfortable level of income for you and your family during turbulent times. But we also understand that even folks who are […]
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This generation of retirees is going to live longer than any in history. The retired people of today are healthier, more active, and receiving better preventative care. And on top of that, a growing group of scientists is trying to harness technology and modern medicine to slow down the aging process. Experts call the cumulative […]
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How are you going to get the best, most fulfilling life possible with the money you have once you retire? Study after study has shown that retirees who spend their time and money on experiences are much happier than those who just buy stuff. Charitable giving can be a particularly meaningful way to keep yourself […]
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It might sound a little strange but there are many benefits to working even though you no longer need the money for your living or retirement needs. These “retirement workers” have discovered that part-time jobs or volunteer positions allow them to keep a nice pace in life and find a balance among using their talents, […]
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Improve Your Relationship with Money by Answering These 5 Questions Many people have a complicated relationship with money. Hang-ups carried over from childhood experiences get mixed together with positive and negative experiences from adulthood. Few people ever take the time to reflect on what money really means to them and how they can “get right” […]
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This is how to make a good decision when life throws you a tough choice No matter how thorough our planning is, life inevitably tosses curveballs at us. Often these challenging moments are linked to major life transitions that affect our families, our careers, and our money. Balancing these variables can make arriving at the […]
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Get Your “House” in Order Before You Retire “Does this spark joy?” Millions of people are asking themselves this question about their homes and possessions thanks to Marie Kondo and her wildly popular decluttering philosophy. Once the kids are moved out, it’s just you, your spouse, and whatever is still boxed up in extra bedrooms […]
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Socially responsible investing covers a broad range of issues. It’s a nuanced area and hard to nail down in a single blog post. It’s much better to chat it over face to face. Do you exclude certain sectors? Do you invest in so-called ‘sin stocks’ and rely on the investment manager attempting to change the […]
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How will you spend your time in retirement? And how are you going to pay for it? Have a think about some observations you have made watching other people retire…. Are they positive? Negative? Most people don’t know what they want in retirement but they know that they don’t want any less than what they […]
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