This phrase sums up what retirement should be for every Boomer and GenXer: The heart of retirement lies in freedom. The freedom to pursue passions, reinvent oneself, and live authentically. A philosophy we might all aspire to. And a goal that’s not so easy to achieve. These words of wisdom come from my long-time colleague, David Conti. He is tackling this retirement thing … [Read more...] about The Heart of Retirement Lies in Freedom
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Boomers and Automation: 10 Financial Tasks to Automate
Did you know that once you pay off your mortgage, you’re responsible for making those pesky property tax payments on your own? And, once your paycheck stops, the IRS will want you to make estimated tax payments. They have “quirky quarters” and missing even one of the deadlines spells interest and penalties for you. In fact, there are ways to prepare for these … [Read more...] about Boomers and Automation: 10 Financial Tasks to Automate
Key Boomer Retirement Question: “How do you want to live?”
Meeting new people and hearing their retirement stories is always so interesting. I took a trip to Minneapolis during one of the coldest weather spells in decades. It was a balmy negative 12 when I left the hotel to meet a financial advisor who is also a health savings account expert. Eric and I had worked together on a project but had never met in … [Read more...] about Key Boomer Retirement Question: “How do you want to live?”
