Resources for Retiring Well

retirement assessment

The Elements of Retirement Self-Assessment

No matter how successful you have been, there are always areas that could use some improvement. Think about your health, work, money, and relationships. We have identified 10 elements of life in retirement to consider. Where are you currently thriving and where are you merely surviving? What parts of your life have you ignored in order to focus your attention elsewhere? What areas could you use your wealth to help improve? 

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Connecting Through Philanthropy

Two significant challenges of the Covid-19 reality are a loss of personal connections and a real burden on charitable organizations to meet the increasing needs of people around the world.

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The Blocking and Tackling of Retirement Planning

For those planning for retirement, the events of 2020 have been especially worrisome and disruptive. We can't control pandemics, market fluctuations, or social unrest. But, we can focus on the blocking and tackling of retirement planning. Here are the three drills you can run...

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father and son

Life-Giving Conversations About Death

While ensuring your documents and your household are in order is a critical step, it's only one part in the process of "finishing well." A fruitful and often ignored step is engaging in conversations with our family and friends about our thoughts and wishes for our living and dying. Here are recommendations for the who, what, when, where & why of end-of-life discussions.

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woman on laptop

Closing the Technology Gap

One thing that has become abundantly clear through the pandemic is the fundamental role of technology in our lives. Technology has helped to bridge some of the gaps between us, our loved ones, and our communities. 

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3 Steps to Retiring Well

1. Schedule a 30-minute conversation. 

2. Have a listening session. 

3. Develop a custom plan.



Learn about the Retiring Well advisors.