One of the most critical – and often overlooked – aspects of planning a successful retirement is the estimating of expenses during retirement. The ability to project what your lifestyle …
Fall 2019: Briefcase Study: The Pension Decision
A very common decision for current retirees to make, and one that we’ve seen a lot of recently, is that of which pension option to choose when preparing for retirement …
Sobering Statistics For Women, Maybe More So For Men
When I read this, it almost knocked me over. 80% of men die married, 80% of women die single 80% of centenarians are women As the subject of this article …
Sum It Up In Just A Few Words
Sometimes we overcomplicate things. And by ‘we’ I mean ME. Here’s an example. When we redesigned our website a couple of years ago, I thought it turned out really well. …
Why It’s So Hard To Get Organized Financially
One of our cats once brought a live chipmunk into our house and just dropped it. (Well, they’ve also brought in live rabbits, mice, voles, birds, and more, but let’s …
Back To The Basics: Seven Factors in Determining Retirement Age
Retirement means something a bit different to everyone. To some, it’s a financial finish line. To others, retirement represents a transition from paid work to volunteer work. Whatever it means …
Spring 2019: Briefcase Study: The Tax Torpedo
In a recent meeting with a family we serve, the conversation – as it often does – turned to Social Security. The question was, once again, whether it was best …
70/100 Vision
I don’t know what a perfect life looks like or a perfect retirement plan either. What I can say is that it would be really fun to plan a life …
The Market Seems Angry; How Are You Feeling?
And just like that, we’re wondering if it’s finally here. We’ve been talking about the next big market decline for so long now, it’s begun to feel like crying wolf. …
Can There Be a Retirement Planning Formula?
I spent last evening at a ‘Financial Aid Information Night’ to learn more about the FAFSA process. If you’re not familiar with this subject matter, it’s an acronym-laden celebration of …
