Retirement
What Difference Will You Make?
Is this too far to “fetch”… a $12 million trust fund for a Maltese? That is how hotel heiress Leona Helmsley famously disinherited her grandchildren. An outlandish story… or is…
Read MoreMeet the Retirees Who Are Making an Impact in Surprising Ways
This group of retirees includes those with a limited income and others with a significant amount of wealth. What do they have in common? They are making an impact on…
Read MoreRetirees Give Unexpected—and Important—Lessons
As it turns out, life and retirement’s biggest questions aren’t about money. They’re about how to stay happy and avoid regrets. A recent article in MarketWatch reports, “According to two…
Read More2 Overlooked Retirement Killers
“I should be okay…I’m doing everything I know to do” John said to me in call discussing ideas he had read in my book. You work hard, you give to…
Read MoreRetirement questions to ask yourself
A recent study in Money Magazine found that “making better decisions can dramatically boost your income in retirement.” The decisions that affect your income during retirement are not really the…
Read MoreWhat to do with your finances when the nest is empty
Before the economy took a turn for the worse into a recession, there was a simple, concrete plan for parenting and finances: you raised your children, they got a job…
Read MoreRisk-free investing? No such thing.
A great article in CNN Money states that there is no such thing as risk-free investing. A reader inquired, “What is the best no-risk way to invest my $500,000?” And…
Read More“Greedy Geezers” is a myth
A recent CNN article confirms what I’ve know all along: the idea of “greedy geezers,” those older Americans that consume so much of the pie that they leave just a…
Read MoreHalf of all Americans don't have a will, do you?
A article in USA Today, Times change wills, yet many Americans don’t have one found that nearly half of all Americans don’t have a will “putting the future of their families…
Read MoreViewing Retirement as the new frontier
The opportunities keep getting better with age. It used to be that workers longed for the gold Rolex watch as their career crowning achievement. In the early career days it…
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