A great list from someone who planned, really planned, for retirement. Fritz Gilbert, author of The Retirement Manifesto blog recently retired at the age of 55.  The checklist counts down from five years away from retirement to six months...
This is thought-provoking list from the Satisfying Retirement blog - the author has been retired for 17 years and has encountered each of issues on the list from time to time.  It is important to mentally wrap your head...
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...
Developing a plan requires you to carefully consider key issues and have reasonable expectations. That is why planning is so important...particularly for the non-financial aspects since they are often left out of many people's retirement plans. Read more...
As you think about and plan your retirement, it is important to consider how long you may live. It is important not only from a financial perspective but also because the non-financial aspects need to be considered based on...
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...
A recent study from Fidelity appears to confirm the results from another recent study on healthcare costs in retirement. The most stunning fact from the article: since Fidelity first did this study in 2002, the cost of healthcare in...
How and why are too many Boomers finding themselves in a critical crossroads of many years ahead with little or no financial resources. Did they fail to establish a sound financial retirement plan early on in life?  Were they...
Wouldn’t it be terrible to find out that retirement can really suck? After all, you’ve shouldered through a grinding 30-40 year journey filled with marginally-motivating jobs and totally marginal bosses to get to this point. You’ve sacrificed most of your “today’s”...
The article includes a great list of the most stressful life events. Many of these can come near or in the early phases of retirement.  It is important to be aware of these stressful events and situations and find...
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