How to Run a Retirement Dress Rehearsal

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…

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What is the Widow’s Penalty?

widow's penalty

Death is a harsh reality of life. It’s the worst part of my line of work. Unfortunately, since I’ve been doing this for a long time, I’ve had a number of clients who became good friends pass away. It’s awful. It’s hard. And it’s unavoidable. The least we can do is help make that transition…

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7 Common Retirement Questions to Ask

Retired couple consulting with real estate agent

Questions. Retirement is chockful of questions and knowing the right ones to ask is half the battle. Also of importance: knowing where to turn, whom to trust, and when to act (and how). It can be daunting, to say the least. So, what’s a person to do? For starters, don’t go it alone. Start getting…

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