When you think about your ideal retirement, does ‘where’ rank high on your list of considerations? For many retirees, close connection to family may result in staying put, focusing instead …
Briefcase Study: Transition into Retirement
A number of couples that we work with recently found themselves working through a change in their life: the transition into retirement. When a long career ends, what steps might …
End Of Year Tax Moves
Albert Einstein once quipped, “The hardest thing to understand in the world is the income tax.” Whether he meant the tax code or the purpose of the tax itself, I’m …
The Golden Decade
The Golden Girls, golden years, and now the golden decade? What gives with all of the gold talk? I’ll admit to having watched many an episode of the hit show …
Classing Up the Place
If you’ve ever been car shopping or new kitchen planning, was there any limit to the amount of information you could consume? Brochures, internet searches, test drives, countless discussions with …
The Curse of Knowledge
In the last two weeks, I’ve taught 12 hours of classes on financial retirement. The class I’m teaching is called Retirement Elevated and it’s held at BGSU at Levis Commons. …
