PASSING THE BATON

A few weeks ago I was life planning a wonderful couple who had just retired.  Peter was finding his retirement extremely difficult and felt that without his work something was missing.  After further discussion his face lit up when he told me how he loved to teach and really wanted to be able to pass…

THE HAPPINESS PARADOX

Giving rather than receiving makes us richer Arthur Ashe, champion tennis player, aptly captured the contradictory nature of pursuing life and happiness.  “From what we get, we can make a living; what we give, however, makes a life.” Over the past few months, I have applied in my home the philosophy that says: “If something…

STAY CONNECTED, STAY FULFILLED

Mitch Anthony, the author of The New Retirementality, writes about achieving success in retirement by being fulfilled in five core areas of life – what he calls the 5 Vitamin Cs. I’d like to delve into one of them – CONNECTIVITY. If you’ve considered relocating for your retirement, have you thought about how that will affect how…

CURVE BALLS

Unexpected curve balls can affect your retirement plan Often we encounter clients that have a very straight-forward retirement: they work hard, save well, and then retire with enough money (and a well-structured retirement plan, of course) that allows them to pursue their life goals and live comfortably.  In these situations, when we talk about bucket lists,…

ARE YOUR EMOTIONAL BANK ACCOUNTS IN THE RED?

Feelings of resentment, guilt and distrust, or feeling as though you are owed something, are all signs that your emotional bank account is in the red.  And when these emotions go unchecked, they become corrosive, eating away at your most important relationships. I see numerous couples every year and for the most part they are…

THE GREATEST WEALTH IS HEALTH

Without good health, retirement money will likely be used to pay doctors’ bills. I start by asking, “What kind of equipment is getting you around the road of life, a vintage performance bike or a dilapidated bike with bad breaks?”  The car analogy is useful but the reality is a car can be replaced, whereas…

LIVING ON PURPOSE

What does living on purpose mean? When we consider our health, our relationships, our leisure and commit to give back, to learn, to keep our work in balance and to use our money wisely, we are living, not by accident, but on purpose, thereby ensuring that our lives hold value and that we will leave…