Blog

Weekly articles about how to live a secure, fulfilling retirement.

A To Do List for year’s end

As 2011 draws to a close, there are several financial moves that you should consider.  Below are 10 steps that could help reduce your tax bill, solidify your investment strategy and ensure that your retirement planning is on track. Review beneficiary designations Many...

Don’t wait

In the recent media coverage surrounding the death of Steve Jobs I read a quote from Walter Isaacson (Jobs’ biographer) about how mortality motivated Jobs: “He talked a lot to me about what happened when he got sick and how it focused him.  He said he no longer wanted...

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...

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...

Monthly rewind

Just in case you missed something, below is a quick summary of the articles I published at Intentional Retirement during September.  There are plenty more on the way for October, so stay tuned. Essential financial tips for empty nesters 10 essential documents for...

Medicare: A short primer

Quick Summary:  The basic information you need to know about Medicare. If you (like most) plan on using Medicare as your primary source of health care coverage during retirement, you should have a basic understanding of how it works.  Unfortunately, according to a...

The power of deciding (+ the 100 day challenge)

Quick Summary: The things you want to do are only difficult until you really decide to do them. One of the things I write about here at Intentional Retirement is pursuing big goals.  If you’re anything like me, sometimes staring a big goal in the face can be...

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,...

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