Tag Archives: retirement

Retirement In Sight: Dealing with a Surprise Retirement

Dealing with a Surprise Retirement For years, you have imagined the way your second act will unfold: when it will start, what you will do, and where you will be. Then life hands you a wild card. You are forced to retire years earlier than you planned and with little notice. How do you adjust? […]

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Retirement In Sight: How Can a Woman Prevent Outliving Her Money?

Certain financial decisions may help a woman grow and sustain her retirement assets across the decades to make up for time out of the workforce and the prevalent earnings gender gap. One fundamental decision would be to start saving and investing for retirement as early as possible—but other, sometimes underrecognized choices may also allow a […]

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Retirement In Sight: Think of These Factors as You Think About Retirement Income

If retirement is drawing closer, you will want to ask yourself some key questions relating to your future income. Answering these fundamental questions may help to give you a better picture of the monthly cash flow needs of your retiree household. The first two questions concern time. One, when do you anticipate retiring? Two, how […]

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Retirement In Sight: Can You Psych Yourself Up to Save More?

You have probably spent decades saving for retirement, and you might have a decade or more of saving to go before you retire. At times, your resolve may be tested. The stock market may falter; household money pressures may mount; new near-term priorities may arise. What can you do to stay on point and stick […]

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Retirement In Sight: Retirement Planning Continues After You Retire

It can be easy to think of retirement planning as a means to an end: a series of purposeful meetings leading up to a life transition. Yet this transition is not the end of retirement planning. Think of this transition (and the steps preceding it) as the first phase. The second phase focuses on managing […]

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Retirement In Sight: Three Years or Less to Retirement? Get Ready

If retirement feels less like a possibility and more like an oncoming certainty, then it is time to respond. This is the time to firmly decide whether you want to age in place in your current home or relocate. This is when you work on sustaining the friendships you have made in your career, while […]

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Retirement In Sight: Your Second Act Could Start Before 60

Many baby boomers are vowing to work past age 65, even into their 70s. You may be one of them, and you may realize that ambition. Keep in mind, though, that some people end up retiring before 60 and not by choice. If you sense that could happen to you, think about some of the […]

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Making money work harder for retirement

When planning for retirement, people naturally think about the big things – arranging sufficient income, amassing enough savings, investing so that you don’t outlive your money, managing forms of risk. All of this is essential – and yet there are also relatively small financial adjustments people can make at mid-life that may pay off significantly […]

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Make retirement savings last

As you retire, there are variables you can’t control. Investment performance and fate are certainly toward the top of the list. However, your approach to withdrawing and preserving your retirement savings may give you more control over your financial life. Our retirement-planning services are designed to help people achieve the control they desire.  (more…)

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Live the retirement you’ve imagined

Financially, how might retirement differ from your expectations? To some degree, it will. Just as few weather forecasters can accurately predict a month’s worth of temperatures and storms, few retirees find their financial futures playing out as precisely as they assumed. That’s one of the chief reasons we’re passionate about helping people plan for retirement.  […]

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