Retirement is a major life transition. And all transitions come with adjustments. Life changes after retirement. Everything work-related is gone. Everything we got used to is gone. There are no more schedules, early commutes, and daily routines. Most of us imagine life in retirement to be like a delightful vacation – no … [Read More...] about Tips for a Smooth Transition to Retirement
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Everything to Know Before You Retire
Retirement is a life-changing event. And like many things in life, preparing for retirement requires a lot of planning. You do not want to be one of those people who … [Read More...] about Everything to Know Before You Retire

A Guide to Understanding a 401(k) Plan
No one needs to remind you that you should save for retirement. After all, no matter your age and how far away your retirement is, you want to enjoy your golden … [Read More...] about A Guide to Understanding a 401(k) Plan

Financial New Years Resolutions for Baby Boomers
Happy 2021! In the spirit of the New Year, I have put together a list of financial New Year’s resolutions for baby boomers. These financial goals are especially … [Read More...] about Financial New Years Resolutions for Baby Boomers
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The 2020 Year-End Review and New Year Goals
Another year flew by, and I am glad it is almost behind us. 2020 was a difficult year for most of us and the whole … [Read More...] about The 2020 Year-End Review and New Year Goals

Holiday Bucket List to Get into the Christmas Spirit
December is here, and to get into the festive Christmas Spirit I always have my holiday bucket list ready: Decorate a … [Read More...] about Holiday Bucket List to Get into the Christmas Spirit
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Holiday Spending and How to Control It
The holiday season is here. There are so many fun things to spend money on like gifts, decorations, parties, travel, … [Read More...] about Holiday Spending and How to Control It

15 Ways to Live on Less in Retirement
Do you know how much money you need to live on in retirement? Have you been honest with yourself? Everyone wants to … [Read More...] about 15 Ways to Live on Less in Retirement