Happy Retirement
How to Run a Retirement Dress Rehearsal
As time marches on, I can’t help but think of our lives at the end of 2020. We were all in semi-lockdown planning for a bizarre holiday season. While our global timeout had more than its share of drawbacks, it also provided us with a merciful sneak peek of what our retirement could be, and…
Read MoreThe State of Other States: Relocating in Retirement
I was recently chatting with a friend about the pros and cons of moving to more tax-friendly states upon retirement. She wanted to know which state was the most popular with my relocating clients and what prompted them to move. Now, I’ve been in this business for almost 25 years and I can say for…
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