The Power of Saying NO: Know Your Limits Retirement is a special space held for rejuvenation, but all too often it becomes a time of overwhelming obligations and stress.  Many of us feel a sense of obligation to work, remain active in our communities, and help parents, children, and grandchildren.  While these activities can support …

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The American Quick Fix Solution Doesn’t Work in the Retirement Journey The retirement journey marks the beginning of a new chapter in our lives, a journey far from the chaos of day to day grind, and an experience we have yet to experience.   As a society why are we so focused on the financial aspect, …

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Aging in Place Versus Retirement Communities: Which One is the Right Fit for You? Where to live is a massive industry, and many communities today are in serious planning mode in how to support the aging.  Demographics have shifted significantly with more than 10,000 people turning 65 every day in the US.  People expect to …

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Mercer’s Retirement Savings Study: Why Americans Are Lagging Behind The Mercer Retirement Savings Study recently uncovered a startling truth about Americans’ retirement preparedness.  Most professional wealth managers have been advising their clients for years:  you can never be over prepared. Out of 39 countries surveyed, the United States ranked a disheartening 28th in terms of …

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Processing an Identity Crisis in Retirement Retirement is a milestone which for business experts can be an identity crisis. The reason is simple work (such as a career, title, and perks) becomes the identity. The transition to not working could result in confusion, isolation, anger, and loss. While this is rarely spoken about, and might …

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Understanding Hybrid Retirement: Beyond Financial Benefits Either you will look forward to retirement or absolutely dread the prospect. Retirement for most is interpreted as a dead end, such as the end of a career. Hybrid retirement, however, is a concept that some companies offer as a way for workers to transition into retirement gradually while …

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Navigating the Tricky Transition from Career to Healthy Retirement Retirement is a major milestone in anyone’s life, and while it is often touted as a time where you can finally relax and enjoy the rewards of your hard labor, it can be quite difficult to navigate the transition from a busy career into a healthy …

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Relationship Freedom Your Second Chapter can be a great time to create new relationships, or nurture decades old friendships. It’s a chance to meet new people, develop strong bonds with those who share the same interests and values, and explore different experiences. Here are Lifestyle Tools to help you make the most of this special …

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