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Case Study Part 2 – On the Brink of Retirement
Easing the Nerves of a Couple on the Brink of Retirement Ed and Mary both come from a middle-class background and had both worked in skilled technical positions for the phone company for their entire careers. Though they had fostered good saving habits, they felt nervous and anxious on the doorstep of retirement. There wasn’t…
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What is the biggest financial worry?
Retirement is the number one financial worry. I want to cite Steven Chen, for an article he wrote called “Why Retirement is Broken and Needs to be Reinvented.” Most importantly to highlight a few take aways that coincide with the messaging that we are delivering to clients through our website and blog, the most important…
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Where To Begin?
I often get asked – “How do I begin planning my retirement?” Great question. With just a handful of details, we can get right to business. First, we want to understand how much of your retirement income we can count on – guaranteed to show up in your bank account regardless of the stock market…
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Rethink Retirement
It’s not about net worth, it’s about income. I wanted to take some time to address the thought process and the idea behind our website tagline, Rethink Retirement – especially for those outside the AT&T ecosystem. AT&T had a marketing tagline that ran between 2010 and 2014. That tagline was “Rethink Possible.” It’s a great…
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There’s More to Retirement than Just Numbers
Emotional Aspects of Retirement Have you considered the emotional aspects of retirement and how to plan wisely? In today’s world, people are working well past the age of 65 before retiring. Some people who are in good health may not be ready to retire just yet because they like what they do, want to keep…
retirement
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