Someone who is close to retirement may be un-aware of a major challenge they’ll face when they no longer have regular earned income. The trap looming in the shadows is how to evolve an investment strategy from a growth mode to an income mode. Let me illustrate this pitfall with an example of a couple … Read more
When you’re thinking about retirement, there are numerical and quality of life factors you will consider. Quality of life issues include where you live, what you do and who you do things with. Speaking of where you might live in retirement, according to U.S. News and World Report, the 10 best places to retire in … Read more
I’m not retired, yet. Maybe I’ll never be. However, I do think about retirement all the time for my clients. And even though I’ve been thinking about retirement for the better part of five decades, there are still things I wish I knew about my retirement. For example: What’s it like to not have to … Read more