Holistic Planning for Later Life

Holistic Planning for Later Life

We often equate preparing for old age with achieving the financial security needed to sustain us throughout life.  However, a truly successful and fulfilling aging experience requires planning and preparation in all areas of life. Financial planning is indeed...
Retirement Income Realities & Solutions

Retirement Income Realities & Solutions

The goal of traditional retirement planning has been to build a “nest egg” of personal savings and investments that will supplement Social Security and pension benefits.  Together, these three sources of retirement income have long been referred to as the proverbial...

The Role of “Work” in Retirement

The concept of retirement is undergoing a metamorphosis.  Demographic, societal, and workplace trends have all converged to offer a stage of life that is much more fluid and flexible than what most of us previously imagined.  In fact, retirement has become a matter of...