Retirement
Retirement income, longevity, and planning conversations for clients entering their next chapter.
- Retirement
The Hidden Financial Problem Many American Retirees Discover in Spain
Even when their professionals are technically competent, the outcome for these retirees can still be wrong.
Guest Contributor - Retirement
“Are You Retired?” That Question Isn’t Working Anymore
Emerging sense of self that isn’t borrowed from a job title or an org chart. The word retirement flattens all of that into a single past-tense story.
Guest Contributor - Retirement
Retirement Plans Built on Pensions Face Pressure as Funding Levels Fall Short
Understanding how pension funding works, and what happens when a plan becomes underfunded, is critical for retirement planning.
Amar Shah - Retirement
Retire Now or Wait? A High-Stakes Choice With Long-Term Consequences
Does it make sense to retire now… or is staying even two to seven more years’ worth far more to your lifetime retirement plan?
Jeremy Keil - Retirement
Does Retiring Early Help You Live Longer?
I explore a study about retirement timing and longevity and explain why statistics alone should never guide your retirement decisions.
Eric Blake - Retirement
From Owner to What? Preparing for Life After a Business Exit
Practical exercises to help business owners design their ideal week, align with their spouse, and prepare emotionally for what comes next.
Dan Reese - Retirement
Five Ways You Can Help Families Build and Sustain Generational Wealth
Help families create and sustain wealth across generations with these five strategies.
- Retirement
Retirement Planning Isn’t Complete Until Long-Term Care Risk Is Addressed
But there is one retirement risk that quietly sits outside the portfolio review and it has the power to undo years of careful planning: long-term care risk
Don Connelly - Retirement
Six Pillars of Longevity Planning Every Advisor Should Add to Retirement Conversations
The definition of retirement readiness to include the non‑financial dimensions that determine whether clients thrive in retirement or simply endure it.
Guest Contributor - Retirement
The First 5 Years of Retirement Matter More Than You Think
In reality, retirement is anything but static. And while every year matters, the first five years often matter more than the rest.
Amar Shah
