What are you doing with the rest of your life?

  It’s a question I often ask to see where someone is on their retirement planning path. A recent client seemed a little taken aback and wondered why she had to figure that out now. “Isn’t that what retirement is for?” The answer to that question is yes and no. Most of us are too busy with… Continue reading What are you doing with the rest of your life?

5 Tips for a ‘No Regrets’ Retirement 

Do you know what the top five regrets people often say they have at the end of their lives? According to hospice nurse and author Bronnie Ware, the most common shared are: I wish I’d had the courage to live a life true to myself, not the life others expected of me. I wish I didn’t work… Continue reading 5 Tips for a ‘No Regrets’ Retirement 

Living a SMART life

If you took a business class or worked in business within the last 35 years you’ve probably heard the term SMART (i.e. Specific, Measurable, Attainable, Realistic, and Time-based) goals. I have personally used this acronym to write many a strategic plan in my career, so it’s kind of embedded in my brain. The definitions for… Continue reading Living a SMART life

Want to hold off dementia and live longer? Check your bias.

When you can’t remember where you put your keys or why you entered a room, do you attribute it to a having a ‘senior moment’?  Or when you feel you aren’t as agile as you used to be, or find you don’t bounce back from illness as quickly, do you assume it’s because you’re getting… Continue reading Want to hold off dementia and live longer? Check your bias.

Don’t let your retirement assets wash away

It seems like every week there is a news story about massive flooding happening somewhere in the world. It is heartbreaking to see the devastation as people’s lives and homes are destroyed in a matter of minutes without warning. I saw one particularly sad story where a retired couple lost everything they had worked for… Continue reading Don’t let your retirement assets wash away

Figuring out what’s next 

Are you hesitant to retire because you don’t know who you’ll be without a job or what you will do with all your free time? According to Richard P. Johnson, PhD, a renowned author in the field of gerontology and creator of the Retirement Success Profile™ and the Life Options Profile™, a significant number of recent retirees flounder… Continue reading Figuring out what’s next