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Realistic Retirement: Leveraging expectations with reality

Our culture builds a certain degree of optimism around the concept of retirement—people always “can’t wait until they can retire”…

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The History of Retirement

The Pension Era 13 BCE through 401(k) Era Present

Insurance Needs Assessment: For Empty Nesters and Retirees

Your #insurance needs don’t stay the same when the nest empties, but what changes? With the children now out of…

Thinking of Retiring Abroad?

Roughly 3.3 million baby boomers are planning to retire abroad. Their motivations may be many, but popular reasons include greater affordability,…

Choosing a Retirement Community

Perhaps you’ve seen ads for a new “over 55” luxury condominium development in your town. Or another winter of shoveling…