Picturing your typical day in retirement can be a helpful way to bring your lifestyle goals into focus so you can plan effectively.
Retirement Planning Articles
Planning for all four retirement stages
What will retirement look like for you? How does it change as you move through the four retirement stages?
Spending in retirement: How to set income and expenses
When people talk about money and retirement, we most often talk about planning, saving, and investing. We spend much less time talking about how to handle withdrawing and spending in retirement.
Retirement planning when partners disagree
Many couples disagree on retirement plans. There are a few key areas where they should find common ground long before they step away from the job.
Retirement concerns that shouldn’t keep you up at night
A client recently asked us for a list of common retirement concerns that might keep him up at night. In actuality, he was looking for reassurance that these...