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what is going on with the markets

What is going on with the markets

Hi all.  I hope you’ve been well.  Sorry things have been quiet around here for a few weeks.  As I’m sure you know, the markets have been kind of crazy this year and most of my time has been spent on the phone or in meetings with clients.  Between that, annual reviews and an unexpected […]

the happiness paradox

The happiness paradox

To a large degree, happiness is being able to do what you want when you want. To get to that point, however (and here’s the paradox), you often have to do what you don’t want when you don’t want. Case in point: Retirement. You’ve heard me say many times that: Retirement is more than a […]

keep your retirement plans on track

How to keep your retirement plans on track despite the volatility

On Monday morning my friend texted me: “Holy cow!  Don’t jump!”  He was referring, of course, to the 1000+ point drop in the Dow.  Thankfully, after more than 20 years in this business, I’ve gotten used to wild swings, so I wasn’t on the ledge (although in 2008 I was glad I work in a […]

how much you should have saved for retirement

Here is how much you should have saved for retirement by now

How much should I have by my current age? A lot of material crosses my desk in a given week, but one thing that caught my eye recently was a retirement report from J.P. Morgan.  One of the charts in the report was titled Retirement Savings Checkpoints.  If you’ve ever wondered “How much should I […]

ways to live a longer, healthier life

How to create a predictable paycheck in retirement

The number one fear of retirees is running out of money.  How can you create a predictable paycheck in retirement? Step 1: Create your retirement budget. Decide how much money you will need each month in retirement by creating a detailed retirement budget.  You can download a free Retirement Budget Worksheet from our Retirement Toolkit. […]