It’s never too early to start planning for new year resolutions. And, if you’re thinking ‘saving more’ is good one to put on the list, there’s good news! Starting in 2019, you’ll be able to put more into your retirement accounts. The Treasury Department recently announced inflation-adjusted contribution limits for 2019, and there are a…Read More
Did you know that traditional retirement, the idea of taking an endless vacation starting in one’s fifties or sixties, is losing it’s appeal? As people enjoy longer, healthier lives we are seeing more interest in a new concept among our early-retiree clients – pursuing an Encore Career…Read More
Seniors move into continuing care retirement communities expecting to enjoy amenities such as libraries, fitness centers, and dining rooms while they’re healthy, and to receive excellent skilled-nursing care if they fall ill. When all the pieces fall into place, that’s exactly what happens. It’s important to ask the right questions to ensure that the facilities…Read More
We challenge our clients to think through what retirement really means to them, and what passions or pursuits will further enhance their enjoyment in their encore phase of life.
Our approach and process helps our clients to identify goals or aspirations they may not have had the time to pursue while working. Getting clear about what excites you as you transition into retirement, actively pursuing those passions, and giving back by sharing your knowledge and experiences, can be unbelievably rewarding.
This week we’re highlighting Brian who uses his talent to benefit Habitat for Humanity.Read More
If you will be hitting a “milestone” birthday soon, you’ll have some decisions to make (in addition to what you should plan to wish for when you blow out the candles). Some of these choices can’t be changed later. Rather than waiting to evaluate your alternatives at the time you need to choose, it’s smart to start thinking about them now.Read More