Your Legacy, Your Purpose: How To Define a Meaningful Retirement
Retirement is a time of change, but that doesn’t have to mean slowing down or sitting still. This pivotal experience can be a powerful opportunity to...
Writing a Will? Avoid These Common Mistakes
Writing a will isn’t always at the top of people’s to-do list. The process can feel uncomfortable and even overwhelming, but creating a will is one...
Beat the Senior Living Waitlist: Plan Now, Not Later
As you look ahead, you’ve probably had specific thoughts about where you’ll live as you get older. If a Life Plan Community (also sometimes known as...
Embracing Solitude: The Soloist's Guide to a Fulfilling Retirement
In the United States, 27% of people over the age of 60 live alone. While some are alone not by choice, many relish their solitude. Solo aging puts...
What Is an Encore Career? Redefining Your Career After 55
With age comes wisdom — and often, more resources than you ever had as a young person. An encore career — a second career path typically taken later...
Is There a 'Best' Time to Retire? Factors To Consider
The average age of retirement in the United States is 61, which is up from 57 in 1991. But averages don’t define your own life. There’s no universal...
Retirement Planning Checklist for Medicare Open Enrollment
Each year, Frank Nelson issues the same advice to seniors living in California’s North Bay region counties: When you start seeing Halloween...
Plan Ahead to Avoid Financial Shocks
Should You Leave an Inheritance for Your Children?
Parents pass a lot down to their children: eye color and dimples, values and beliefs, family heirlooms and stories. They may also pass down wealth. A...
Should You Use a Retirement Planning Calculator to Estimate Health Care Costs?
Only one-third of older Americans have taken steps to save money they’ll need in retirement for out-of-pocket medical expenses, according to AARP....
How to Pay Off Debt in Retirement
Financial experts commonly advise soon-to-be retirees to eliminate debt prior to leaving the labor force, as it is easier to draw funds from a steady...