June 2023

The couple had made every mistake you could: retired too early, spent too much, took on too much house and too much debt. “This is killing me,” Jill told their new advisor (me), as she burst into tears. Jack and Jill left their well-paying jobs in their late 50s, with little idea how they would…

As the wealthiest society in human history, it is reasonable to expect that we should prioritize the well-being of our citizens, particularly as they age. Yet, the current retirement age is increasingly seen as problematic, with many arguing that it is too high. Let’s explore the reasons behind this viewpoint and make a case for…

As retirement approaches, many older adults consider downsizing their home as a way to simplify their lives, reduce expenses, and focus on what truly matters. While the process can be emotionally and physically challenging, it can also be liberating and rewarding. To help you navigate this transition, we’ve compiled a comprehensive checklist for downsizing your…

Retirees often have the time, freedom, and desire to explore new destinations and make the most of their golden years. With careful planning and attention to detail, senior travelers can ensure their trips are safe, enjoyable, and stress-free. Here are five practical tips to help retirees embark on peaceful and secure adventures. Choose Your Destination…