Reading Time: 5 minutesYes, You Still Need Tech A few months after I retired, I found myself staring at my task manager—the same one I’d used for years to juggle client deadlines, meetings, and projects. It was nearly empty. That’s when it hit me: I didn’t need this anymore. Do retirees have a need for tech? The knee-jerk …
Reading Time: 7 minutesRecently, several people have asked me how and when I’d recommend they should prepare for retirement. Some are decades away from retirement, and others are just a couple of years away. It’s encouraging that people are beginning to understand that successfully navigating the transition to retirement requires some preparation and thought. You don’t just quit …
Reading Time: 4 minutes(Note: In this article, I’m going to describe general health advice. I’m not a doctor or a nutritionist. Check with your doctor or nutritionist before beginning a new fitness program.) The Well-Intended Advice That Did Harm When I was a child, we thought of retirement as a time of rest and relaxation. We’d tell our …
Reading Time: 5 minutesTwo Kinds of Retirement Planning When you consult an advisor for retirement planning, it’s all about preparing financially for retirement. You want to ensure that, when you retire, you have adequate funds to maintain the lifestyle you desire for 10 to 40 years. The financial advisor will evaluate your assets, assess your income, and develop …
Reading Time: 4 minutesThe Inevitable Question We All Face All of us who have a life partner face the prospect of losing them to death at some point, or them losing us. Retired couples, being older, likely think about this much more than younger couples. The likelihood of losing a partner to death becomes greater the longer you …
Reading Time: 5 minutesThe Familiar Resolution Cycle It’s New Year’s Day, and you’re excited because it brings a feeling of a fresh start. This past year you haven’t exercised much, and you’re feeling out of shape and unfit. It’s time for a change. You make a New Year’s resolution to “get fit.” For the first week, you hit …
Reading Time: 5 minutesWhen Retirement Goes Smoothly—for One Spouse Bruce and Mary had looked forward to retirement for years. They both worked in stressful professional jobs and were anxious to leave work and finally have time to travel and enjoy life. Initially, everything went great during the retirement “honeymoon” phase. But then Mary became concerned about Bruce. He …
Reading Time: 5 minutesRetirement Is a Beginning, Not Just an Ending Retirement is a new start, not just an ending. For many people, that new start feels abstract—until they make it tangible by changing their physical surroundings. When you retire, you begin the search for a new identity, a new purpose, a new you. That search is easier …
Reading Time: 4 minutesJoe’s Retirement Fantasy Joe got his dream. Then he wondered if he’d made the biggest mistake of his life. For years, Joe had dreamed about the day he’d quit work and retire. He met with his financial advisor well in advance, and together they worked out a financial plan to ensure he could retire when …
Reading Time: 4 minutesRetirement Has Changed—and So Must You It’s not your parents’ or grandparents’ retirement anymore. Back then, people expected to die within the first few years after retiring. Retirement used to mean slowing down until the end. Now it can last decades — and what you do with those decades matters. What will you do with …