Charlie Jordan, CPA, CFP®, CeFT®'s blog

The “Ostrich Mentality”: Helpful or Hurtful?

When it comes to your financial lives, ignorance isn’t always bliss, especially when it leads to procrastination, avoiding hard decisions, and not accepting the limitations of your resources. Living in ignorance or denial is not a healthy, long-term posture for financial success. But 2020 has been an unusual year, to put it mildly. I would imagine we have all had an ostrich moment or two in the last few months as many of our usual escapes - sports, social events, vacation, etc.  - are not available.

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Am I Retired Now? Losing a Job Late in Your Career

Things are different than you planned. The assumptions of your plan have changed. That may require a new approach and a resetting of what your “retirement dream” will be. Use this time to refocus on what matters most in your life. Use the strength of your experience to craft a work-life and retirement around that purpose.

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Retiring Well: 3 Additional Keys to Staying Healthy in this Time

In our Retiring Well content, we talk a lot about health and wellness. It should come as no shock that healthcare and health-related costs make up a significant portion of both potential retirement expenses and anxiety levels.

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5 Ways to Make Social Distancing More Social

Few of us had heard the phrase “social distancing” at the beginning of the year. But now, maintaining safe, hygienic spaces that help limit the spread of the coronavirus is part of our lives. I hope this is short-lived, but in the meantime, we should do everything we can to thrive during this time.

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Retiring Well: Keep that New Year’s Resolution!

Believe it or not, we are nearly two full months into 2020! How are those New Year's resolutions going? If you are like most of us, you have a goal of improving your health in some way this year. In case your motivation is waning, let me give you one more reason to focus today: your retirement years.

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The SECURE Act: What Does it Mean to You?

If you were busy shopping for that last-second Christmas present or just enjoying an egg nog with family, you may have missed that Congress recently passed an interesting bit of legislation. On December 19th, the Setting Every Community Up for Retirement Enhancement (SECURE) Act – you can't make that up – was attached to a year-end appropriations bill keeping the government open for business, signed into law by President Trump effective January 1, 2020.

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Retiring Wellness

Eposode 4 of Retiring Well with Charlie Jordan is Retiring Wellness

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Afraid to Spend in Retirement? You're Not Alone

Eposode 3 of Retiring Well with Charlie Jordan is Afraid to Spend in Retirement? You're Not Alone

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Facing Common Retirement Fears

Eposode 2 of Retiring Well with Charlie Jordan is Facing Common Retirement Fears

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Retiring Well with Charlie Jordan Podcast: Taking the Off Ramp

Eposode 1 of Retiring Well with Charlie Jordan is Taking the Off Ramp

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