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December 11, 2018
Best Books On Aging Well

Looking for a Better Gift? Share Insights on How to Retire Well

by Joe Casey One of the greatest gifts I ever received came from my mother. My grandfather was the Fire Chief in my hometown north of Boston and I spent a lot of time at the main firehouse. Right across the street was our public library. Since hanging out too long at the firehouse was probably dangerous, my mother took me to the library frequently from a very young age. It opened up a whole new world. It gave me a love of reading that continues to this day. This year, I am grateful for the opportunity to talk with authors on our podcast […]
December 10, 2018

Thinking About Retiring? Say “I Do” to Curiosity

by Denis Wuestman Last year I wrote a blog about lessons learned observing a one-year-old turning the pages of a picture book (Turn the Page).  The lesson for retirees is that we too have to turn the page if we want to move forward and experience the great things that freedom affords us in this next phase of our lives.  This may mean leaving some things behind as it is hard to fully appreciate the next page until you move from where you are today. A New Lesson – The Curiosity-Creativity Link Yes, moving forward is a key first step.  But, the two-year-old isn’t […]
November 19, 2018

Are You Staying Ahead of the Fraudsters?

By Joe Casey Are you or your loved ones vulnerable to fraud? It’s worth thinking about. A study by Annamaria Lusardi at George Washington University and her colleagues found that “nearly one-third of respondents reported that someone had used or attempted to use their financial accounts in the past five years.” (1) It takes a lot of work, sacrifice, and discipline to save for retirement today. Once you’ve achieved some level of financial security, a defensive mindset becomes important. Not only do you need to manage your assets intelligently so you do not outlive your money, but you also need to be […]

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