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 an…

Read More

Making Friends, Strengthening Relationships

In the early days of childhood, we start picking up communication skills that are continually developed throughout our lives. We make close friends, stay in touch with them and make sure we’re there for the people we care about. But during retirement, it may take more effort to maintain those friendships. It’s important to remember…

Read More

3 Common Questions About Social Security 

While Social Security shouldn’t be relied upon to be the sole source of income during retirement, it can play an important role in your overall retirement income strategy. But making sense of the basic ins and outs of Social Security can be overwhelming. Here are three questions people commonly ask as they approach retirement age:…

Read More

The 5 Do’s and Don’ts of Pension Rollovers

How to avoid losing 50% of your lump sum distribution The Do’s 1. Understand that while a buyout seems like a lot of money, it isn’t necessarily sustainable unless managed properly. It’s only natural to feel like you have more disposable income after you receive your lump sum payout. It’s very tempting to want to spend…

Read More