Category: Retirement planning
How to retire happy, find out with retirement planning goals
How to Find Your Purpose in Retirement Before You Leave Your Career

Retirement planning advice usually focuses on money. Build the portfolio. Reduce debt. Optimize Social Security. Control taxes. I have written about all of that, and it matters. But after years of studying retirement, psychology, and health research, I have come to a simple conclusion. If you retire without a clear purpose that inspires you, your… Read more
Try a Six Month Trial Retirement for Best Results

Retirement is often sold as a single, dramatic moment. One day you’re answering emails and setting alarms, the next day you’re sipping coffee at 10 a.m. in your pajamas wondering why everyone else looks so rushed. That image is appealing, no doubt about it. But after years of working with retirees and living through parts… Read more
Las 10 preguntas más importantes que debes hacerte antes de jubilarte

Retirement has a funny way of sneaking up on us. One minute we’re counting down vacation days, the next minute we’re staring at a calendar with absolutely nothing circled in red. When I first started thinking seriously about retirement, I assumed the biggest questions would be financial. How much money do I need, will it… Read more
How to Reinvent Yourself After Retirement
Reinventing Yourself After Retirement: A New Chapter, A New You Retirement is often seen as the grand finale—the long-awaited golden years of rest and relaxation. But for many, it can also bring uncertainty, boredom, or even a sense of loss. The structure of a career, the social connections made at work, and the daily sense… Read more
Retirement conundrum – what to do when I retire?
Most people spend their entire lives making money, which of course is needed to survive and have the things we want in life such as a house, nice car, etc. and to pay for raising our kids. But the entire time we are working, our minds are occupied with the thought of the next… Read more
Are you retiring before or after your spouse?
Another thing to consider is if you are married, or living together as a couple, have you thought about who might retire first? How does the other person feel about that? For most couples it isn’t practical or convenient to retire at the same time, or even the same year in most cases, unless you… Read more
Retirement – the perfect time to enjoy life to the fullest!
When we’re young, we don’t really have a filter on our thoughts about what we want to be when we grow up. I wanted at one time to be a professional tennis player, since that was what I felt passionate about in high school. Of course, the reality set in when I found out how… Read more
Why do you want to retire?
That may seem like an obvious thing to answer, like who doesn’t love the idea of not working any longer? But if you really give it some thought it’s not so obvious. Most people may not love their jobs (it’s been said that anywhere between 50-85% of people in the US are not satisfied with… Read more
Questions to ask in retirement
There are many questions to ask yourself when you are seriously considering retirement for the first time, or even the second time. Most of those questions surround the financial arena, such as “do I have enough money” or even “will I run out of money” – these are the most serious questions we all ask… Read more
Retirement planning – when to start
If you wanted to retire right now, would you be able to? What would stop you, is it the money or something else? We all think we want to retire ASAP – but when we start to think more clearly about the reasons we want to retire, it is not as simple as it sounds.… Read more
