Is Phased Retirement a Good Fit for You? Shifting from a full workload to an open schedule upon retirement is a drastic change, and many baby boomers don’t want such an abrupt transition. Some employers also want older employees to pass their valuable skills on to younger workers before they

6 Guidelines for a Happy Retirement The transition from work to retirement can be a challenge. As much as we complain about work, a full-time job provides us with a routine, a community and a sense of purpose. If you want to enjoy a fulfilling retirement, you need to find

CNN Money | Don’t retire – transition to a new chapter in life Updated: Jul 19, 2018I recently met with a couple faced with a major life crisis. The husband was told by his doctor he had one year to live. That was ten months ago, and I have the

How to Avoid Making the Same Mistake Aretha Franklin Did. The vast majority of folks are no longer exposed to the federal estate tax, thanks to today’s ultra-generous $11.18 million exemption for singles or effectively $22.36 million for married couples. Great! But being exempt from the federal estate tax is