Category: Planning

18 Questions to Ask Yourself and Your Spouse Before You Retire

After you retire, your daily life will change in more ways that you probably imagine. There are many changes you won’t realize until you experience them, but forming a clearer picture of your values and how you want to live your life after you retire will help you make better plans and adapt more easily…
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8 Retirement Myths Debunked

[Editor’s note: A lengthier version of this article appears here.] During your working years, you may have rarely thought about your retirement. When you did, you probably had only a vague, general notion of what your retirement would be like. For many years your retirement probably seemed so far off that you could easily postpone…
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5 Reasons to Plan Retirement Activities Before Leaving Your Job

If you’re still five, ten, or even twenty years away from retiring, then what you will do after you retire might be the farthest thing from your mind. You’re busy and have your career to focus on. If you still have kids at home, it’s all you can do to keep track of all their…
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5 Steps to Accomplishing the Things on Your Bucket List

Do you have a bucket list? Hopefully, you have envisioned your retirement as a time to try new things, travel to places you have always wanted to go, and do the things you didn’t have time for during your working years. But will you actually get around to doing any of those things on your…
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12 Questions You Need to Answer Before Retiring Overseas

If you have traveled internationally, you have probably visited charming, exciting places and thought about how great it would be to retire there. You may be motivated to stretch your retirement dollars in a place with lower cost of living and cheaper health care. Maybe you want to enjoy your leisure years in a locale…
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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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7 Reasons Why Retirement Income Formulas May Not Work For You

How much money do you need to retire? This is probably one of the most significant questions facing workers approaching retirement age, and it’s not simple to answer. Some experts will tell you that you will need 80 percent, 85 percent or even 100 percent of your pre-retirement income to live comfortably during retirement. Other…
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Congratulations! You’re Retired! … Now What?

It’s not news to anyone that the people in the Baby Boomer generation, currently aged 52 to 70, are leaving the workforce and entering their retirement years in larger numbers than ever before. An estimated 10,000 people turn 65 in the United States every day. Among my circle of friends and former co-workers, I am…
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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

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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