When people think about retirement planning, the focus is usually on numbers. How much is in the 401(k). When to...
retirement lifestyle planning
A great retirement isn’t created by numbers alone. Financial planning gets you to the starting line, but the real challenge...
When I talk to people approaching retirement, one theme comes up again and again: anxiety. Not because they aren’t saving,...
When I work with people on retirement planning, I see the same three habits show up over and over again...
Too often, people come into my office believing retirement is about hitting a magic number. Maybe it’s $1 million, $2...
When most people think about retirement, they fixate on numbers: portfolio balances, net worth, or whether their Monte Carlo simulation...
When I think about retirement planning, one thing stands out: preparation isn’t just about money, it’s about peace of mind....
1. Ignoring the Non-Financial Side of RetirementRetirement isn't just about money—it's about purpose, lifestyle, and relationships. Many retirees fail to...
Retirement Planning and Avoiding Sabotage Joe Anderson and Al Calpine emphasized the importance of intentional retirement planning to avoid sabotaging...
