For some people, retirement is less about stopping and more about starting something new. After decades in education, one man moved to Israel. Not to relax, but to give back. He now spends his days volunteering and exploring, filling his schedule with purpose.
His story isn’t unusual. More and more retirees are seeking meaning—not just rest. … Read more
Many investors near retirement fear making the wrong move—but few realize that maintaining the status quo might be the most dangerous decision of all.
A potential client walked into my office with a solid plan. He had carefully arranged his accounts, set a conservative pension strategy to protect his spouse, and built a lifestyle that fit his values…. Read more
“How do I make my savings last?”
It’s a question I hear all the time from retirees who worry that their pension isn’t stretching as far as they’d hoped. Recently I sat with a client who shared this exact feeling. After transitioning to part-time work, his income dropped significantly. Even though he had a 7-figure investment portfolio,… Read more
Worried about your retirement savings running out? You’re not alone. Many retirees face this challenge. One strategy to address this concern is investing in dividend ETFs (Exchange Traded Funds). Dividend producing ETFs can provide a steady income stream during retirement and feel a little like an additional pension.
What Are Dividend ETFs?… Read more
When one spouse falls ill, it creates a new reality for your family. Here are three tips to help you prepare for an unexpected illness or injury in your family.
Create a Contingency Plan
You and your spouse should establish a plan that addresses your financial needs, healthcare needs,… Read more
I recently met with clients who challenged the traditional narrative of retirement. The meeting, which began with focusing on managing their U.S. investment portfolio, evolved into a profound discussion about personal fulfillment post-retirement. The couple, approaching “retirement age,” chose not to “wind down,” but to rediscover themselves. The husband, a psychologist,… Read more
Many of my clients are people in their 70s who worry about maintaining their financial independence in retirement. If this is something you’re concerned about, here are a few tips to consider.
Diversification
As your portfolio grows, it’s natural for it to start skewing towards the riskier side. Your net worth may become overconcentrated in the stock market,… Read more
