Tag: Retirement
Nov 10, 2025
Over my years as a financial advisor, I have helped many clients work through the financial and emotional aspects of major life transitions. Now, in welcoming two new partners to the firm I started as a sole owner 40-plus years ago, I am working hard to take my own...
Jun 10, 2024
How long do you expect to live? In last week’s column on people who opt to start Social Security benefits at age 62, I explored what appears to be a common belief shaping that decision. Many people apparently assume they won’t live long enough to reach their...
Apr 15, 2024
In my forties I delighted in buying AARP memberships as 50th birthday gifts for my friends to remind them they were now officially “over the hill.” You can imagine their delight in doing the same for me when I turned 50. I remember the disbelief in realizing that I...
Feb 1, 2021
After you retire, do you still need financial planning? And can you afford it? The answer to the first question is clearly “yes.” The answer to the second is “It depends.” At times it’s true that a financial planner becomes unaffordable in...
Jan 20, 2020
Nearly 40 years of financial planning experience has taught me that retirement is one of the most impactful emotional transitions in life. As you face the shift from earning a paycheck to relying on sources other than work for your income, it is normal for...
