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Don’t let death of a spouse derail retirement

The odds are extremely good that my wife will outlive me.  Whatever the reason—genetics, a healthier diet, the fact that she uses our treadmill as something other than a clothes rack—there will likely come a day when she bids me adieu.  Most people know that women have a longer life expectancy than men, living about […]

accidentally disinherit

Caring for your aging parents: A checklist

Does your retirement plan include your parents?  It probably should.  Chances are good that they are counting on you to handle their affairs if they die or become incapacitated.  How confident are you that you have everything you need to handle that role effectively?  Do you know their wishes regarding life-prolonging care?  Have they given […]

Monthly rewind

I spent a lot of time traveling in October, which was good for my tan, but bad for my writing schedule.  There’s quite a bit on the editorial calendar for November though, so stay tuned.  In the meantime, below is a list of articles published at Intentional Retirement during October. Three key retirement mistakes to avoid […]

Estate Planning: A short primer

October 17-23 is officially National Estate Planning Awareness Week.  As in years past, my procrastination got the better of me and I didn’t get you a gift, so I’m sending out this handy little estate planning primer instead.  Enjoy. What is estate planning? It’s pretty simple really.  Someday we’re all going to die.  Our estate […]

10 essential documents for retirement

Quick Summary:  Key documents everyone needs to successfully navigate retirement. When planning for retirement, most people focus on saving, and rightly so.  Having enough money to fund your retirement dreams is a key element to any plan.  Often overlooked, however, is the importance of obtaining and organizing important documents.  Here are ten essential documents you […]