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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
 

Retirement Confidence Goes Down in Latest Study

According to the latest Retirement Confidence Study done by the Employee Benefits Research Institute (EBRI), workers’ confidence about their ability to retirement went down last year (60% somewhat or very confident about their ability to retire in comfort versus 64% in 2015). We wonder why the numbers are declining. Could ... Read More
 

Retirement Planning Blunders

All this month, I’m highlighting retirement planning blunders that even smart people make and how to avoid them. Why? Because on May 23 at 6:00 p.m. (PST) my esteemed colleague, Amy Shappell, CFP®, and I are presenting a free webinar on the topic. We’re will share the mistakes that we ... Read More
 

Building Good Money Habits

Did you make any New Year’s resolutions at the start of 2017? Did you keep any of your resolutions? We all struggle to build good habits in some areas of our lives, even if we have great discipline and practices in other parts. In the book Better than Before, Gretchen ... Read More