Newsletters

Retirement Newsletter – September 2020

Could you retire at 55? Suppose you suddenly had to, or the opportunity presented itself. This prospect would not call for disregarding your carefully considered retirement strategy, but it would create some challenges. […]

Retirement Newsletter – August 2020

Figuring out when to start your second act. Many gen xers and baby boomers look forward to retiring on their terms. In such a circumstance, the key question becomes when to walk away from work. According to the center for retirement research at boston college, the average retirement age is now 65 for men and […]

Retirement Newsletter – July 2020

Has the pandemic affected the retirement mindset? Each year, the transamerica center for retirement studies surveys baby boomers, gen xers, and millennials to gauge their perceptions about retiring. The 2020 survey, conducted in april, studied the impact of the covid-19 pandemic and how it may have affected their outlooks. […]

Retirement Newsletter – June 2020

You might spend less – later in retirement. A 2019 whitepaper by the employee benefit research institute (ebri) indicates that americans tend to spend less as they age. […]

Retirement Newsletter – May 2020

How should pre-retirees view illiquid assets? Some people approach their retirement years owning illiquid assets worth more than their liquid ones. While long-held illiquid assets, such as a business or home, may become highly valued or appreciated over time, it can be wise to be frank and conservative when estimating their worth, especially if an […]

Lifestyle Newsletter – July 2020

What Will the New Workplaces Look Like? – Open offices and co-working spaces, once so admired for their informality and egalitarian quality, may be out. More traditional floor plans may make a quick comeback, thanks to new CDC guidelines, which also advise companies to encourage physical distance and driving to work. The Chances of Totally […]

Lifestyle Newsletter – June 2020

The Virtue of Agreeing – If you want to defuse a conflict or a dispute at work or at home, start with an agreement. Phone Precautions for Credit Card Use – Sometimes, you have to give someone your credit card number over the phone. What can you do to make that moment a little less […]

Lifestyle Newsletter – May 2020

What Foods Should You Keep on Hand During Quarantine? – The most versatile, healthful foods you can keep on hand and get the most out of during quarantine. When Plans Change – Almost 50% of people leave the workforce earlier than planned. Is Handshaking “Canceled”? – Is the tradition over? Recipe of the Month – […]

Retirement Newsletter – April 2020

Using your quarantine as a trial run for retirement. Staying productive in the time of covid-19 can be a challenge. Rather than pulling out the board games, you might want to use the opportunity to stress-test your plans for early retirement. Specifically, if you are preparing to retire soon, you might be able to examine […]

Lifestyle Newsletter – April 2020

Accentuate the positive – Recent studies have linked several health benefits to optimism. Is it a hobby or a business? – If your pastime generates income, some things to consider. Travel insurance in the age of coronavirus – What will you do in case of a cancellation or illness? Recipe of the Month – Cauliflower […]