Category Archives: Retirement Planning
Single Woman’s Guide to Retirement
Retirement planning brings challenges regardless of your marital situation. However, those flying solo face additional stress. Roles People Play The major phases of life include accumulation (saving and building wealth), independence (retirement and spending wealth), and finally, interdependence and dependence … Continue reading
He Tried Christmas – Don’t Let the Grinch Steal Retirement
He was a mean one, that Mr. Grinch. He hated Christmas. The happier the Whos, the angrier he became until he couldn’t take it anymore. He hatched a plan to steal Christmas. Disguised as Santa and his dog Max as … Continue reading
Retirement Planning Challenges for Age-Gap Relationships
How do you plan retirement for a couple who is 10, 15 or 30 years different in age? Retirement planning is personal – no two couples are alike. However, “May-December” relationships pose unique retirement planning challenges. Most married couples have … Continue reading
Capture Financial Gains, or Prepare for Stormy Weather?
What do you do when you get conflicting advice? There are two choices when the sun is shining. One person remembers the saying as “you build an ark when the sun shines.” Another says no, the saying is “make hay … Continue reading
Sage Financial Advisors Webinar: Retirement, New Challenges Facing Young Investors, and Outlooks
“Hazy” yes, but “lazy days of summer” no – It’s been a busy summer. We greatly appreciate playing a role in your lives – keeping you on track, helping you think things through, or just listening. Please join us next … Continue reading
Top 5 Favorite Online Financial Tools and Their Limits
Imagine you’re being shipped to a deserted tropical island. What one item would you take? Now ask a thousand people the same question. We’d face similar conditions but would choose different things. Some would go for survival – drinking water, … Continue reading
The Third Phase of Retirement: Reflection
Traditional discussions about retirement planning often involve two objectives – accumulating enough money to last a lifetime, then having a way to pass it on to your loved ones. However, there’s a big chunk between retiring and dying where you’re … Continue reading
The Second Phase of Retirement: New Directions
The average American spends four decades dreaming and saving for retirement. Some transition well. Others struggle. Advertisers portray retirement as a life of leisure – endless walks on the beach and rounds of golf. But as Mitch Anthony wrote in … Continue reading
The First Phase of Retirement: Honeymoon
Orson Welles once said, “If you want a happy ending, that depends of course, on where you stop your story.” Some people when planning for retirement focus only on “The Number” – how much I need in monthly income or … Continue reading
Planning Under the Clouds of Dementia and Reducing Financial Elder Abuse
“It’s not the men in your life that matters, it’s the life in your men.” Mae West had a way with words and exuded a playfulness in life. The legendary actress and playwright delighted audiences and horrified guardians of morals … Continue reading