Blogs

The Olympics and Lessons on Longevity

Of the 613 U.S. athletes competing in the Tokyo Olympics, one athlete holds a unique spot deserving special recognition as the oldest member of Team USA.  Phillip Dutton, the 57-year-old equestrian, will be competing in his 7th Olympics for his 4th medal.

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Planning for Retirement: Your Ideal Week

Through observing successful retirees, you find they put just as much thought and preparation into how they’ll spend their time as they have into how they’ll spend their money. Time, along with money, are resources we should use to improve the elements of our lives and are the foundations of planning for retirement.

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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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