Pros and cons of an annuity
One question we get asked frequently is whether or not to buy an annuity. Since there are many factors to consider when answering this question, this article isn’t intended to provide you with a “yes” or “no” answer. Instead, this is meant to provide you with...
Legacy: Retirement journey part 4
This is the fourth and final article in the series on the stages of retirement planning. Next to the pre-retirement phase, this is, in my opinion, the next most important part. If you had done everything you needed to do in order to set yourself up for an enjoyable...
Mid-stage retirement: Part 3 of the retirement journey
In the last few articles, we have covered what to do in the years leading up to retirement, what to expect in the early years of retirement, and now we are moving on to the mid-years of retirement. This may be characterized by feeling like the novelty of retirement...
Retirement journey: Early-stage retirement, part 2
Last week, we touched on things to consider in the years leading up to retirement. In my opinion, that stage is the most important stage because it sets up what your retirement may look like. This week, I want to cover the next phase, which is the early part of your...
Family meetings to discuss your plan
A while back, I wrote an article on how to discuss money with your children at different stages of their lives. As we get older and our children become adults, one of the best ways to have this discussion is to hold a moderated family meeting. This is one of my...
