Category: Uncategorized

MarketUpdate-FEB2018

Market Update- March 2018

Since the volatile month of February has ended, (although with 5 straight days in the 80’s here, I’m starting to suspect that we fast forwarded to May), I thought I’d recap some of the recent market action, and add my thoughts on what the investing landscape looks like. According to Senior Research Associate Andrew Adams […]

Avoiding Fear on The Scariest Day of Your Life: Two Ways to Help Ease the Anxiety of Retirement

I’ve never been skydiving, but I’d have to imagine that there’s comfort when you pull the cord on your parachute – and it actually opens. Don’t get me wrong, I’m sure most people wouldn’t jump from the plane if they didn’t have some level of comfort that an experience person had been in charge of […]

ROADMAP TO A REWARDING RETIREMENT: RESOURCES & OBSTACLES

Now that you have mapped out your vision of the most rewarding retirement imaginable, it’s time to turn this utopian landscape into a bit of a Monopoly game board. Your life of leisure, adventure and fulfilling dreams will come with the normal limitations of life. Your resources – time, finances, fitness – are not inexhaustible. […]

ROADMAP TO A REWARDING RETIREMENT: HOME/COMMUNITY

In the last two articles, we’ve explored what your passions are, the things you’d like to do and experience during your retirement years; we’ve given consideration to the people and relationships that you want to be a part of your life to share those experiences. Now let’s look at place. Where will you live and […]

ROADMAP TO A REWARDING RETIREMENT: RELATIONSHIP BUILDING

As exciting as it can be to dream about pursuing our passions, people will always play an irreplaceable part in living a rewarding life. Those people are often family members and long-time friends, but not always. Sometimes the people we envision ourselves connected to during our retirement years also include brand new faces and relationships. […]

ROADMAP TO A REWARDING RETIREMENT: FULFILLING YOUR PASSIONS

How do you envision your retirement years? How long is your bucket list? If you’re like most of the baby boomer generation, your list is long and your dreams are big. There are things you want to experience and accomplish, places you want to go and people you want to spend time with. You look […]

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