Blogs

From Office to Awesome

You've probably dreamed of it, but then there's the reality. What happens when you make the leap from a secure job in corporate America to become an entrepreneur?

 

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Retiring Well Book Club: The Sudden Caregiver: A Roadmap for Resilient Caregiving by Karen Warner Schueler

Caregiving is a responsibility that, while difficult, most take on willingly out of support for the ones they love. It is also often a major disruption to life and financial plans. This book addresses how to make that transition if called upon suddenly and offers guidance for making prudent plans in anticipation of future needs.

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Planning for Retirement: Using vs. Spending Wealth

A small shift in mindset can bring a higher level of life satisfaction, prioritization, and reduced anxiety around your retirement cash flow.

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Elements of Retirement: Home

The Home element encompasses more than just the physical structure where we reside.  Our memories, desires, and goals can all influence how we approach our housing choices.

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Elements of Retirement: Health

Health is one of the foundational elements to life satisfaction in retirement. It not only determines how long we live, but it can also have a direct effect on our quality of life along the way.

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Signing Up for Medicare Soon? Keep These 3 Rules in Mind if You Own a Health Savings Account

If you are nearing Medicare enrollment and own a Health Savings Account, keep these three rules in mind to ensure you make the most of your HSA while avoiding potential Medicare enrollment pitfalls.

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Planning for Retirement: Your Ideal Week

Through observing successful retirees, you find they put just as much thought and preparation into how they’ll spend their time as they have into how they’ll spend their money. Time, along with money, are resources we should use to improve the elements of our lives and are the foundations of planning for retirement.

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The Olympics and Lessons on Longevity

Of the 613 U.S. athletes competing in the Tokyo Olympics, one athlete holds a unique spot deserving special recognition as the oldest member of Team USA.  Phillip Dutton, the 57-year-old equestrian, will be competing in his 7th Olympics for his 4th medal.

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Know the Key Ages for Your Social Security Decisions

Social Security is an important bucket of income for many retirees. Here are a few key ages to keep in mind as you consider your optimal timing to begin receiving benefits.

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Planning for Retirement: Retirement Observations

Rounding out our Retiring Well framework is Planning for Retirement. We start with an exercise using the power of observation to help build your vision for life in retirement.

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