Enjoying Retirement

5 Ways to Better Connect with Female Investors

As seen in Kiplinger It’s amazing when you think about it that there’s still a pretty broad belief out there that women aren’t interested in dealing with finances — particularly when it comes to investing in their futures. As a woman who’s been in the male-dominated financial industry for more than 30 years, I can…

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Retirement Conversations: What Do You Do?

We spend a lifetime working, building a career, raising a family, etc. Then we retire, and some unsuspecting acquaintance asks, “What do you do?” It’s a whole new ballgame now.   This can be a difficult question for new retirees. Our gut instinct is to identify ourselves by our occupations — “I’m a lawyer,” I’m…

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Best Places to Live in Retirement

Many retirees believe the best place to live in retirement is right in their own home. Let’s explore some of the “best places” where that home might be located and what it might look like.   It’s worth noting that the retirement experience varies widely. Some people have the money to relocate or buy a…

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Personal Productivity

Do you ever feel as if you don’t get enough done in a day? Many of us tend to do what we absolutely must, tackling easy tasks instead of launching into bigger projects or the pursuit of longer-term goals. In other words, we cook, clean, answer emails and catch up with the day’s news –…

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Travel Tips

Anthony Melchiorri, the host of the Travel Channel show “Hotel Impossible,” says he prefers to stay in a roadside motel over a luxury hotel – as long as it has good online reviews. In his opinion, the mom and pop ownership model often leads to painstaking efforts for cleanliness, fresh flowers and a home-cooked meal…

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Uncomplicated- The New Retirement Lifestyle

  Uncomplicated- The New Retirement Lifestyle The two generations of Baby Boomers who had to have it all and do it all are now looking for a less complicated lifestyle in retirement.  By no means does that mean less fulfilling. We have high expectations.  Things that used to be “nice to have” are now being called essentials.  Vacations, pet care, smart…

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Who’s Your Pilot?

  Who’s Your Pilot? Do you like to travel?  When you do, do you take an airplane?  What do you expect when you step foot on that plane?  You are probably expecting a few things: 1. That the pilot is qualified, 2. That the pilot has a flight plan to make it to your destination,…

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Let’s Admit It: We All Need Retirement Income

  Let’s Admit It:  We All Need Retirement Income No matter what situation you find yourself in, whether you have $5 million or $50,000 saved for retirement, we can all agree that retirement income is the foundation to every financial plan.  A house without a strong foundation can never become a safe home to dwell…

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What’s on your Bucket List?

What’s on YOUR Bucket List? One of the best things about being a little kid is that you don’t really care what other people think. You easily make new friends. You are the center of the universe. You can sleep at will, anywhere-or not. If you don’t like the taste of your food, you can…

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What Matters Most in Retirement

What Matters Most in Retirement If you turn on the radio today, you might hear a catchy song which gives us a glimpse of what really matters most in life.  The song is called, “Like I’m Gonna Lose You” by Meghan Trainor and John Legend.  The lyrics speak of suddenly losing a loved one in…

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