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Retirement

The Downsizing Dilemma. What To Do?

Downsizing has traditionally been a strategic option for retirees and pre-retirees, but real estate market experts are currently divided on what this trend will...

My Grown-Up Gap Year

The first time I retired, I got up early every day and made a to-do list. I don’t think I ever checked off anything...

Life Transitions Can Upend your Financial Well-Being

Fact one: Life transitions happen. Fact two: Life transitions typically carry with them a financial ramification and they rarely add to your wealth. Sometimes...

5 Answers to Retirement Investing in Low-Interest World

The world is full of investment risk and, contrary to recent predictions, interest rates have not gone up, but are now falling to historic...

Carpe Diem: Nick Bailey’s Fabulous Adventures

We never know when something unforeseen will remove the future from us. Bad things happen. For some, like me, it means reducing the possibilities...

Annuities

With the massive appreciation of real estate in the last 15 years, and the desire to downsize and perhaps move to a more urban...

Late-Life Finances

We recently spoke with Scott Brewster, CFP®, MBA, EA when we were doing research on the effects of longer work life and actual living life...

Japan’s Population Not Aging as Expected

The majority of Americans dream of retiring and retiring early. But thousands of miles across the globe, much of Japan's elderly opts to remain...

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