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Have You Calculated Your Retirement Spending?

The financial industry has traditionally focused on retirement income to evaluate the probability of one not outliving their money. As the economy stalled with many baby boomers reach retirement age with less than an ideal retirement savings. The focus has shifted to calculating and controlling retirement spending. The first question is do you have a […]

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Good Life Recipe in Retirement

Is there a good life recipe in retirement? Baby boomers are often thought of as a homogeneous group. In fact, we are a pretty diverse group of 77 million individuals. MetLife Mature Market Institute (MMI) partnered with educator and life coach, Richard Leider to see if they could establish criteria for the good life in […]

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What to Avoid When You’re New To Retirement

Excerpt from Retire to Play and Purpose By Edward Zinkiewicz Busyness: Rushing to get through the feelings of loss is definitely a mistake. Avoid busyness. “I’m so busy now I don’t know how I found time to go to work.” How often have you heard that statement from a retired person? I don’t know about […]

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Cheaper Alternative to U.S. Long-Term Care

Just recently we encountered two troubling personal stories reflecting the costs involved in caring for loved ones who are aged or in need of medical management or assisted living. The first was a woman whose husband has Alzheimer’s. Susan “signed over” their home to a continuous care facility in the U.S. in payment for her […]

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What are Your Retirement Goals?

Many people get confused about having retirement goals. Wanting freedom they often forget that a retirement provides an opportunity ‘to’ as well as ‘from.’ I started watercolor painting almost fifteen years ago. Painting is a wonderful avocation for me. I love studying the work of the masters and learning to see differently. I have enjoyed […]

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Hope for the Future

Many people talk about our changing world, but one of the most influential of those speakers is Don Tapscott. Among a host of other books, Tapscott is the author of Paradigm Shift (1993), Growing Up Digital (2000), and his most recent, Radical Openness, based on his 2012 Ted talk. (http://www.youtube.com/watch?v=jfqwHT3u1-8&feature=youtu.be) Tapscott, who has a lovely, […]

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Rest of Your Life Goals

Ed Note: I was reading through old articles, I found this one from an interview with Thomas Leonard about the rest of your life goals and thought you might enjoy doing the exercise. It will definitely give you something to think about. Interview with Thomas Leonard “As we all get older, I believe it becomes […]

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Do You Want to Change Your Life?

Adapted from: ©Amazing Grays – A Womans Guide to Making the Next 50 the BEST 50 (Regardless of your hair color!) Do you want to change your life? As we age and move into new possibilities, it’s important to know what we value – now. Otherwise, we keep on doing what we’ve always done – […]

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Don’t Retire From Something, but Retire to Something

A client made a generous, voluntary early retirement incentive to about 200 employees. He was shocked at how few accepted the offer. In order to find out why the offer didn’t appeal to most of the employees, a survey was conducted. The results indicated that these people were concerned about not having a life to retire […]

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Documenting Final Wishes Important Beginning to Retirement Life

End of Life Planning (no matter what your health issues or age) is addressing the topic of documenting your final wishes. It isn’t just for the elderly or ill. This is something we, as smart individuals, should look into ahead of time and be well educated on. Otherwise, we fall into the trap of denial […]

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