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
retirement planning
Asking Retirees to Do the Impossible
Remain calm, cool, and collected during times of great economic uncertainty and personal unknowns (Part 1) Back on Aug 19, 2019, we started hearing the “R” word come out of hibernation. And it wasn’t “retirement.” At that time most economists believed the United States would tip into recession by 2021. Now, four years later, we continue to hear we’re moving into a … [Read more...] about Asking Retirees to Do the Impossible
Decorate the Rooms in Your Financial House
December can be such a complicated time of the year. The holidays are both stressful and enchanting. Things at work should be winding down, but often amp up to get a jump-start for the next year. Add to the mix this year: holidays during COVID-19. Now what are we up against? What is a sane person to do? It seems that everyone has decided to decorate … [Read more...] about Decorate the Rooms in Your Financial House
Risky Recipes: Trying to Time the Market
Food for Thought from Marcia’s Retirement Kitchen I gave a presentation about getting ready to retire and how to create income throughout retirement. Afterwards, a gentleman raised his hand and asked an interesting question. “The market just hit an all-time high again today. How much longer will the rise continue and when will the next recession hit? When … [Read more...] about Risky Recipes: Trying to Time the Market
April is National “Everything Financial Month”
Have you noticed how every month is a National "something" month, and how every day has become a national “something else” day? Many bring awareness to a topic and breaks through the clutter of too much of everything. Other times, these national <fill in the blank> days are just silly and add humor to a long day. Whatever you think of them, they have become part of the … [Read more...] about April is National “Everything Financial Month”
