Category: Planning

8 Essential Planning Considerations for the Snowbird Lifestyle

Each year, over a million people migrate from colder regions of the United States and Canada to sunny locations in Florida, Arizona, and other Sunbelt states. To these snowbirds, seasonal migration offers the best of both worlds – an opportunity to maintain ties to family, friends, and familiar places, while also enjoying a change of…
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How to Plan and Execute a Memorable Retirement Party

[Editor’s note: A lengthier version of this article is available here.] One of the nicest rites of passage when someone wraps up their working career and transitions to retirement is the retirement party. If you have been given the opportunity to help plan a retirement party, here are some suggestions to create a send-off that…
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How to Make Your Travel Dreams Come True

Do you have a bucket list? Is your bucket list just a vague, ever-changing set of ideas in your head, or do you actually have yours written down? As you look forward to all the things you might do to make your retirement fun and memorable, actually writing a list of things you want to…
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How to Survive and Thrive as a Single Person in Retirement

Are you single? Have you considered what may happen if your spouse passes away before you? One of the greatest fears that most of us harbor is the fear of dying alone or spending your final years lonely, bored, and confined in a retirement home. With proper planning, it doesn’t have to be this way.…
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4 Questions You Need to Answer to Enjoy a Rewarding Retirement

“Where do you see yourself in five or ten years?” You’ve probably heard this question many times during job interviews throughout your career – especially from interviewers who weren’t very skillful at conducting job interviews. One of the biggest problems with this question is that you have no way of knowing what opportunities may be…
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12 Retirement Myths – Busted!

People have a lot of misperceptions about retirement.  I’ve heard a lot of them over the years, and I’ve become especially aware of them since I started reading and researching extensively in order to produce content for this web site. Where do these misperceptions come from?  Generally, misperceptions thrive wherever there is a lack of…
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How Can You Decide If It’s the Right Time to Retire?

Years ago, knowing when to retire was easy.  Back then, you probably would have taken it for granted that you would retire when you turned 65.  Or, if you worked for the same employer your entire career (which was much more common in decades past) you would retire when you had worked enough years to…
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Where’s the Best Place to Retire?

[Editor’s Note: An updated version of this article appears here.] Do you ever daydream about where you’d most like to live after you retire? When you visit beautiful places on vacation, do you ever think, “Wow… It sure would be great to retire here!”? Do you ever think that surely there must be some place…
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20 Questions to Ask Yourself (and your spouse) Before You Retire

If you’re like many people, you probably don’t think much about what your life will be like after you retire. Maybe you don’t like to think about getting old. Forming a clearer picture of how you would like to live your life after you reach the point where you no longer need to work will…
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7 Things You Shouldn’t Put Off Until You Retire

How many things are you putting off until you retire? Sure, your life is busy. There never seems to be enough time to do the things you really want to do. It’s easy to think, “When I’m retired, I’ll have all the time I want for <insert activity here>.” To an extent, you’re right. You…
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