Blogs

Know the Key Ages for Your Social Security Decisions

Social Security is an important bucket of income for many retirees. Here are a few key ages to keep in mind as you consider your optimal timing to begin receiving benefits.

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Planning for Retirement: Retirement Observations

Rounding out our Retiring Well framework is Planning for Retirement. We start with an exercise using the power of observation to help build your vision for life in retirement.

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Taking stock: 5 Questions to Ask Before Quitting Your Job

It’s been called The Great Resignation, but whatever the name, people are reconsidering their jobs in record numbers. Before you make a jump though, are you asking the right questions?

 

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Money, Contentment and Retirement . . . Oh My!

If it weren’t abundantly clear by now that money decisions are primarily psychological and emotional ones, the last 13 months have driven this point home. The technical and tactical remain highly important. But just a simple glance at the articles, blogs, and even books revolving around the financial space indicate that people want to know how to gain meaning, purpose, and satisfaction in life. 

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Add to Your Legacy through Your Travel

Many retirees consider travel as one of their most enjoyed activities.  The love of travel can therefore become an important part of legacy planning as an expression of values and priorities. Conde Nast Traveler magazine recently featured a story about a couple who passed down their passion for travel to their family in a meaningful way.  Read on to hear their story from the perspective of their granddaughter.

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Elements of Retirement: Aging

 

For centuries, human beings have fought against the reality of life: that we are aging and will eventually die. Entire industries are devoted to extending and improving our lifespan and even our mindset regarding getting older. The area of aging and its implications are a central theme throughout the other Elements of Retirement.

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Taking Stock: How to Get Mom and Dad Prepared Before They Fall

A bad fall at an advanced age can change everything. And by the time it happens, you may be scrambling to understand your elder relative's financial situation and plan next steps.

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Your IRA Could be a Great Source for Charitable Giving in Retirement

During their accumulation years, many givers earmark a portion of their cash earnings for charitable purposes.  But how should retirees think about generating income for charitable purposes when their cash flow comes from multiple income sources such as Social Security, pensions, deferred compensation plans, or Required Minimum Distributions (RMDs)?

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The Retiring Well Book Club: The Psychology of Money by Morgan Housel

In the spirit of friendship, personal growth, and community, we are excited to launch the Retiring Well Book Club. Each quarter, we will feature a book recommendation and a short executive summary. The book for this quarter is The Psychology of Money: Timeless lesson on wealth, greed and happiness by Morgan Housel.

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Motivating Management to Take Your Company to the Next Level

rocket launch

Growing up in Huntsville, Alabama (aka “The Rocket City”), in the 1970s and 80s, I was well aware of its importance in the golden age of America’s space program.

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