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Retirement Planning: Fear or Optimism?

We talk to many people and they seem to fall into two camps when it comes to their motivation for retirement planning: Fear, or Optimism Either motivation will move you to take action as long as it’s strong enough. What about you? Are you fearful about retirement or looking forward ... Read More
 

Why Effective Retirement Planning Is Essential

I looked up the word “essential” when I wrote the above headline and here is what dictionary.com told me: Adjective: absolutely necessary; indispensable Noun: a basic, indispensable, or necessary element; Think of what “indispensable” or “necessary element” or “basic” means. Effective retirement planning is that important to your future happiness. There ... Read More
 

Are You Afraid of Retirement?

It’s okay if you are. Lots of people worry that they’re not prepared for retirement — and many people aren’t ready so let’s be clear. But you don’t have to be afraid of the next great phase of your life. In his first inauguration speech, Franklin Roosevelt said: “… let ... Read More
 

Time to Say “Yes!”

One of the biggest challenges when someone is making the transition to retirement is a mindset shift. A retiring person goes from the work world where he or she was busy 40-50 hours a week, plus commuting time, focused on work. And when the person retires, it all changes. The ... Read More
 

Retirement Date May Not Be Up to You

In the recent EBRI Retirement Confidence Study, a large percentage of retirees reported leaving the workforce earlier than planned (48% in 2017). Many retirees who retired earlier than planned cite hardships for leaving the workforce when they did, including health problems or disability, changes at their company, such as downsizing ... Read More