The State of Other States: Relocating in Retirement

Relocating in retirement plan

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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Tikis & Taxes: Tax Planning in Retirement

Tax Planning in Retirement

Every year on the coldest day of winter, I get a call from a group of clients in Florida. This flock of “snowbirds” (retirees who migrate south for the winter) gleefully calls to report they’re enjoying afternoon cocktails at a tiki bar, while I’m trying to keep warm in frosty New England.  I know this…

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3 Benefits to Working in Retirement

Working in retirement

After the chaos of the pandemic, most of us are eager for normalcy to return to our lives and getting back to the routine of seeing our families, having dinner with friends, traveling, etc. But as many companies return to the office or rollout plans to return soon, some workers are saying “not so much.”…

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Top Retirement Worries and How to Address Them

Top Retirement Worries

Over the past 24 years, I’ve spoken with many people whose retirement worries are crippling. They’re often paralyzed with fear about the what-ifs of retirement: What if I run out of money? What if I need more money for the things that I want to do? What if inflation is out of control?  What if…

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