I was having coffee with a financial advisor (Jerry) recently talking about clients and their sometimes irrational decisions. Jerry's client said that he wanted to retire at age 68 (about 7 years). He and his wife make about $900,000 a year and he wanted to...
Read MoreMaury Lederman had a choice: Leave his firm and retire, or leave his firm and move to another one. Kind of like Henry Ford saying, you can buy a car any color you like, as long as it's black...
Read MoreI thought I only was stopping to fill up my car on gas. A few weeks back, when getting gas for my car, I stopped at a new station/store. The sign on pump said to insert my chip credit card into the pump (as this...
Read MoreIn a recent Boston Globe article by Evan Horowitz, "Go A Few More Miles", the writer posits that the best way to stretch your retirement savings is to work longer and build up Social Security. If you look at the numbers (Horowitz is an analyst...
Read Moreby Larry Gard, Ph.D. According to a 2014 Gallup poll, 10% of baby boomers said they had no plans to retire. I’ve met many of these “retirement resisters” over the years and they often proudly declare their intention to work indefinitely. On the one hand I...
Read MorePerhaps you read the article in the Boston Globe or via social media, "How The Baby Boomers Destroyed Everything" by Bruce Canon Gibney, a venture capitalist and writer and the author of the forthcoming book “A Generation of Sociopaths: How The Baby Boomers Betrayed America.” ...
Read MoreImagine you have decided to retire in your 60s. Probably feeling good, or maybe not? Initially it may be liberating, but then you face the daunting realization that you may have decades to live with not standard to-do list. That is the premise of the...
Read MoreNEW BOOK JUST RELEASED! 7 Principles For Living With Authenticity: Discovering Your True Self When Facing Life Changes,by Jack Beauregard We are thrilled to announce that Jack's latest book is now available at booksellers everywhere. You can buy it on Amazon, or call your favorite bookseller and...
Read Moreby Beth Davis - STPI Transition Planning Consultant and founder of of Planning What's Next That’s the question asked by Compendium in their little inspirational book Five. It reminds me of the ubiquitous answer to the retirement transition question in the CEO peer groups I ran...
Read MoreI came upon a book by Tom Osenton at University of New Hampshire released "Boomer Destiny: Leading the US through the worst crisis since the Great Depression" in 2009. Although we are past the worst of the Great Recession, I found some salient points. Osenton was...
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