Retirement planning conversations usually focus on numbers: savings targets, withdrawal rates, Social Security timing, and taxes. But once the paychecks...
retirement lifestyle planning
The internet loves a clean story. Especially one that confirms a fear many people already carry: work is killing us....
There’s a reason so many people feel uneasy after meeting with a financial advisor, even when the advice sounds “smart.”...
The retirement confidence paradox is real, and it’s one of the biggest reasons people get blindsided in retirement. Most Americans...
When people think about retirement planning, the focus is usually on numbers. How much is in the 401(k). When to...
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...
