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Grey Divorce and Retirement – Some Things To Know

By Susan Williams No matter how old you are a divorce can be difficult time in someone’s life. It’s an emotional situation often filled with high levels of stress and anxiety. But divorce at an older stage of life can even be more complicated as people are often dealing...

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Five Financial Planning Steps To Take As You Approach Retirement

By Larry Heller, CFP® As you prepare for you retirement, there are probably many things on your mind and lots of things to do. To help, here is a list of five things that you should probably make sure that you add to your list. Retirement Mindset After working...

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Trending Topics This Week – Optimism, Social Isolation and Saving For Retirement

This week we explore the relationship between optimism, health and aging, wonder whether technology is contributing to social isolation and question whether this situation could be why baby boomers haven’t saved enough for retirement.

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Managing Your Income In Retirement

By Susan Williams When you’re working, you’re used to having a consistent paycheck every week but once you retire, this can change quite a bit. Depending on how your funding your retirement, either a defined benefit pension plan, a defined contribution pension plan, self funded or government programs –...

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Finding Your Retirement Lifestyle

By Susan Williams Retirement – unfortunately, many people are just falling into this new lifestyle without any particular planning on what they will do once they get there. In this Learning Bites episode, we are joined again by Mike Drak, author of Victory Lap Retirement for our second segment...

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Trending Topics This Week – Retirement Expenses, Heirlooms and No Regrets

This week we discussed retirement expenses with Gary Foreman, looked into what contributes to something being considered a family heirloom and why living a life with no regrets is so important.

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