Financial Planning After Retirement

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...

Retirees’ Difficult Emotional Shift From Saving To Spending

  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...

Where Will Your Retirement Money Come From?

Watch this video on YouTube When you retire, where will your money come from? The list is fairly short: Social Security, a pension, working, your assets, children, or public assistance. According to an April 22, 2019 Bloomberg article by Suzanne Woolley, entitled...

Reality of a Million-Dollar Retirement

Watch this video on YouTube Retiring on a million dollars. The idea may evoke images of lavish retirement homes or luxurious travel. But let’s take a closer look at the real lifestyle that $1 million of retirement savings will afford. It’s reasonable to...

Retirement Planning and Retirement Preparation

Watch this video on YouTube Retirement planning is one of the issues that commonly leads clients to consult financial advisers. One of its essential aspects is creating a plan to save and invest in order to provide a comfortable retirement income. Ideally, this starts...