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Death Trap

No Money

No Friends

No Purpose
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Transition, not a destination

Retirement is a transition, it’s not a destination.

That’s where we have it all wrong.
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What's Mount Everest got to do with planning for retirement?

In most cases, nothing except...

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Location, vocation and vacation

What’s important about location, vocation and vacation when you retire?

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The Go-Go years, the Slow-Go years, and the No-Go years

Have you ever thought about the first 10 years of retirement? Maybe the first year or two, and what will you do?

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Try something for 30 days

Our previous posts talked about having a focus for one year and spending all year focusing on that one thing. Maybe that’s too much for you –

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How to spend a year in retirement part 2

Base your entire year around an activity or a theme.

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What you get from work (part 1)

What do you get? Do you get more than a paycheck?

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What does Harvard have to say about Happiness, part deux

It connects a dot that many people don’t contemplate before they stop working.

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What you get out of work (part 2)

Do we all have to be accomplished and have friends and need something to do?

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What does Harvard have to say about happiness?

What creates it, what makes us happy.

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Spend a year in retirement that will make 2023 memorable

If you are retired or will soon be, you probably have been involved in projects at work that took 12, 18, or 24 months to complete.

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Why you should think differently about the word retirement

I think we need to think differently about the word retire ...

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Your kids and your money

Why sharing your legacy with your loved ones is important.

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Money Memories

How have they shaped your view of money?

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Temporary Downs and Permanent Ups

How to gauge the downs you and I experience in the markets are temporary.

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One word

Choose one word for the coming year that you are going to focus on.

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Priorities for 2024 (Part 3)

What are you waiting for?

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Priorities for 2024 (Part 4)

The last step

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Priorities for 2024 (Part 2)

Get the most important times on the calendar!

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Priorities for 2024 (Part 1)

Choose the things that you enjoyed doing the most

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Why is it better to work with an advisor?

Well, there is the adage that the lawyer who advises himself has a fool for a client. It can be applied to the financial advisor, too.

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There are only 168 hours in a week, how do you spend yours?

Taking inventory of how you spend your time.

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Is your next vacation on the calendar?

They create lifelong memories and experiences, can help relieve stress and anxiety, and improve physical and mental health.

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What should your first meeting with an advisor be about?

In a single word – YOU.

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Why do planning every year?

"no one plans to fail; they just fail to plan"

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Happier

Three questions about being happier. What are they?

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The Bucket List

Why don’t we have a bucket list of what we want to do, see, experience, or have?

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Six keys to a successful and satisfying retirement

Why are they so important?

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How can you stay busy in retirement?

Keys to living a life of contentment and richness in retirement

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What happens when every day is a Saturday?

Your schedule is wide open... but for some of us, this is when the problem starts.

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