The Problem With Trying To Plan For Retirement
When working through a difficult issue, whether it involves a relationship, financial troubles, or even an addiction to Candy Crush, we are often told that the first step is “admitting you have a problem.” While most of us are in stable relationships and have our mobile-gaming urges under control, many of us have yet to […]
Three Lessons from the Ultra Wealthy About Life Insurance
At my company, we regularly work with high net worth individuals and some of these folks have tremendous wealth. Earlier in my career, I would be somewhat intimidated by them because they had amazing stories of success, and they could hop on their private jets and travel anywhere in the world with the same level […]
Can You Be More with Less
We live in a materialistic society, and we are constantly bombarded with messages telling us that we need the latest new thing – bigger, better, faster, and more luxurious. We want to keep up with the changing times, so we dig deep in order to have the newest piece of technology, the coolest car or […]
Think Small and Dwell Down for Retirement
Your house is growing. From 1978 to 2013, the average single family home grew from 1,780 to 2,660 square feet. This means more house to heat and cool, more space to clean and maintain, and more room for more stuff. And while the average house was growing, the typical family was shrinking, as the average […]
Seniors Moving In With Relatives Should Follow These Tips
One way for seniors to cut living costs is to consider cohabitation with friends or relatives. Whether you are planning such an arrangement or the struggles of a relative have thrust this situation upon you, it can be a positive experience if you set some ground rules and manage expectations. Sadly, many retirees are facing […]
3 Nightmares of the New Retirement
As I look at the many issues facing seniors and Baby Boomers, I have come to an uncomfortable conclusion: Retirement will very tough for many of us, and for some it will be downright scary. Our lives have many chapters. We start with our youth, endure our adolescence and hopefully thrive during adulthood. Our final […]
What The ‘Blue Zones’ Can Teach Us About Living
How long we will live is one of life’s great unknowns, but many Americans are leading healthier lifestyles. Medical advances, too, have increased longevity. The overall improvements in life expectancy are pretty amazing, particularly when you look at how long people live compared with the past 100 years or so. Since 1900, the average life […]
Do Lucky Broads Like Betty White Retire?
Before I answer that question with an obvious answer, I want to share my thoughts after traveling around the country this past year. I’ve been meeting with many seniors who, when it comes to retirement, generally feel more confident about their retirement than in recent years. Of course, this is just one anecdotal perspective, but […]
3 Things Betty White Taught Me About Retirement
Nine years ago, one of our executives who happens to be a marketing genius, walked into my office with an idea that I thought was completely crazy. He said we should try to get Betty White to be a spokesperson for our company. As a lifelong fan of the The Mary Tyler Moore Show and […]
