Lifestyle

13 08, 2021

Retirement is Your Never-Ending Summer

2021-10-05T08:29:50-07:00August 13, 2021|Lifestyle, Retirement|

As summer draws to a close, we might be planning our last trip to the beach or a favorite weekend destination. Whether you choose to enjoy the long summer days by lounging around with a good book or doing something a little more physically taxing, summer is a special time that we've cherished since childhood. We may feel nostalgic about summer because, as kids, it was a time that signified our freedom – no school, no homework, and lots of time outside. Even now, summer can provide a break from the usual grind, especially if [...]

23 07, 2021

Post-COVID Decluttering

2021-07-23T15:23:28-07:00July 23, 2021|Lifestyle|

If your nest isn’t as full as it once was, or you find you’ve accumulated a few too many things during COVID, consider decluttering. Having less clutter in your living space and better organization can help make a world of difference. If you've accumulated more possessions than you need over the last year and a half, consider these strategies for tidying up after COVID. The Kitchen It's easy for the kitchen to get cluttered with things that don't belong there, like a book someone was reading at the kitchen table or important documents that someone [...]

16 07, 2021

Words of Wisdom from George Washington on Retirement

2021-07-16T15:17:02-07:00July 16, 2021|Lifestyle, Retirement|

Aim to retire to something, not just from something. Retirement is the beginning of a new stage of life that can be active and fulfilling if we do it right. We can learn a lot about how to do this from George Washington and his farewell address:I anticipate with pleasing expectation that retreat in which I promise myself to realize, without alloy, the sweet enjoyment of partaking, in the midst of my fellow-citizens, the benign influence of good laws under a free government, the ever-favorite object of my heart, and the happy reward, as I [...]

2 07, 2021

3 Important Lessons from The Beverly Hillbillies

2021-07-02T11:08:41-07:00July 2, 2021|Lifestyle|

Although you may not have ever struck oil, you’ve already won the retirement lottery by working hard to save and benefiting from market growth and home appreciation. Now the question is how you'll make your small fortune last the rest of your life. We can learn three important lessons from The Beverly Hillbillies as to how to handle money. There’s a Difference Between Tax Minimization and Tax Evasion Inside the Commerce Bank of Beverly Hills, Miss Jane and Mr. Drysdale drone on about tax rates (the top marginal rate on personal income was 77% then, [...]

25 06, 2021

Why the Future isn’t Always What You Expect

2021-06-25T03:13:30-07:00June 25, 2021|Lifestyle|

You might have a lot to look forward to in the future. Maybe your children will graduate from college, maybe you'll become a grandparent, and of course, you’ll retire! We’ll also probably see some significant technological advancements and interesting global developments, but no one knows what for sure. Sometimes life throws us a curveball – like the pandemic – and we have the adjust. Other times predictions don't come true. Ultimately, the future isn't always what you expect. Life Expectancy Will Rise Past 100 Although life expectancies have been steadily increasing, they’re not quite at [...]

11 06, 2021

4 Ways to Use Your Phone While Traveling

2021-06-11T11:52:32-07:00June 11, 2021|Lifestyle, Retirement|

Do you plan on taking a vacation this summer? After forgoing travel for over a year, many people are planning trips this summer. If you do, there are many ways you can optimize your experience by using your phone. Your phone can be pretty much whatever you want it to be on vacation – a notepad, a map, even a flashlight. Here are four ways to use your phone on vacation. Make Lists Before you start your journey, you’ll have to pack. Maybe you already have a list you consult, or you make a mental [...]

4 06, 2021

4 Retirement Lifestyle Predictions

2021-06-04T00:13:16-07:00June 4, 2021|Lifestyle, Retirement|

Do you think your retirement will look exactly like your parent's retirement? The answer is probably "no," and hopefully, it's "it will look even better." Retirement is changing, and it's important to think about what you want in retirement and how you'll afford it. Here are four retirement lifestyle predictions. More People Will Be “Pulled” into Retirement Than “Pushed” Older workers can sometimes find themselves “pushed” out of the workforce sooner than they anticipated by layoffs and age discrimination. However, it may be that more people voluntarily enter retirement earlier to spend more time with [...]

28 05, 2021

Looking Forward to Summer and Retirement

2021-05-28T10:40:33-07:00May 28, 2021|Lifestyle, Retirement|

If you’re planning on taking a vacation, it’s probably something that you’ve looked forward to for a while now. Maybe you haven’t traveled much since before the pandemic and want to this summer, or maybe you’ve recently retired and just want to relax and enjoy your free time. However you choose to spend your time in retirement, the great thing is that that it’s your 30 or more year vacation.  Here are some things to think about when you’re looking forward to summer and retirement. What Will You Do? On average, we spend more time [...]

30 04, 2021

How Will You Create a New Life In Retirement?

2021-04-30T14:56:48-07:00April 30, 2021|Lifestyle, Retirement|

Even though most people look forward to retirement, some forget that losing the structured routines, sense of purpose, and social interactions from having a job can lead to a difficult transition. During the past year, many have realized that never going into the office has drawbacks, even if being home a bit more is nice. Adaptation is key, and a recent Harvard Business study[1] outlines how retirees can adapt to this new stage in life. The study used the term “life structure” to describe the places you spend your time, the activities you engaged in, [...]

2 04, 2021

Is a Big Retirement Move Right for You?

2021-04-02T10:38:31-07:00April 2, 2021|Lifestyle, Retirement|

Some people dream about retiring and jetting off to a tropical location to start a new life. In reality, the majority of people, when asked if they want to stay in their house once they retire, say yes. According to an AARP Report, 87% of people aged 65 or older think the best plan of action is to stay in their current town[1] where they can keep their home and community nearby. As creatures of comfort and habit, this makes sense. It would seem like a lot less hassle to skip the move and stay [...]

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