Commonalities and Benefits of Having Retirement Dream Team

by | May 31, 2025 | Retirement

In the past few posts we’ve explored the crucial roles of financial advisors, tax advisors, estate planning attorneys, healthcare insurance advisors and lifestyle coaches. While each plays a distinct part, their effectiveness is magnified when they operate as a...

Memorial Day: More Than Just a Long Weekend

by | May 25, 2025 | Uncategorized

For many, Memorial Day weekend signals the unofficial start of summer – barbecues, trips to the lake and shopping the sales. But for us older retirees, this solemn observance often carries a more personal significance. In a world that sometimes seems to forget, this...

Retirement Team: Choosing a Lifestyle Coach

by | May 25, 2025 | Retirement

Today we’ll discuss what to look for when choosing a Retirement Lifestyle Coach. This is continuing with the “Retirement Warning: Don’t Go it Alone!” article where I discussed the importance of building a Retirement Team to help with retirement...

Retirement Team: Estate Planning Attorney (Lawyer)

by | May 23, 2025 | Retirement

Today we’ll discuss what to look for when choosing your Estate Planning Attorney (Lawyer). This is continuing with the “Retirement Warning: Don’t Go it Alone!” article where I discussed the importance of building a Retirement Team to help with...