The face of retirement planning is changing.  It is becoming broader with increasing needs, wants, and expectation across multiple topics. Retirement is becoming more colorful and vivid with retirees seeking more meaning, purpose, and challenge given increased longevity and...
Although both gold and platinum are rare earth metals, platinum is rarer and thus has a higher value. Like platinum record sales is more valuable than gold because the artist sold way more albums or singles. The idea for this...
The current coronavirus pandemic is a time of unprecedented change, with things changing not only day-to-day, but hour-to-hour. It is causing us to question many areas of our live that affect us today, next week, next month, and years...
Retirement means different things to different people. You might plan to spend your days on the golf course while your neighbor rocks the days away on his covered front porch. Regardless of your goals, when you’re living on a...
Here are my top five blogs of 2019 according to the number of times the blog was read.  In case you missed any of the posts, here they are once again. 10 Questions With the Founder of the Retirement Coaches...
Having spent my entire career in the financial advisory industry, and now as a retirement coach and a member of the Retirement Coaches Association, a recent article in the Journal of Financial Planning titled Time Allocations and Self-Reported Happiness...
I recently wrote a book with other members of the Retirement Coaches Association. It is a collection of wisdom and insights covering nearly every aspect of the non-financial aspects of retirement.  The book does not need to be read...
There is no shortage of commercials, advertisements and articles, not to mention all the various other marketing and "advice" shared on social media, about investing for retirement- many of which make the topic seem confusing, if not unattainable, for...
Baby boomers continue to become more tech savvy. With much of our lives moving online, we are creating and accumulating more and more “digital assets” each year, many of which we are unaware we have. Think of each of...
Retirement planning is almost entirely focused on the financial aspects- how much to save for retirement and how much to safely withdraw during retirement. While the financial questions and answers are vitally important and drive much of the decision making...
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