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May 3, 2018

Is Your Attitude in Shape for Retirement?

By Joe Casey There’s a lot of uncertainty we face in planning for retirement. On the financial side, we can’t control the direction of the markets, interest rates or unexpected events (Lions and Tigers and Bears, Oh My!). On the non-financial side, there are important questions to resolve (Where will we live? What will we do?) and many things we can’t fully control, like our health and longevity. There is one thing we can control in retirement – our attitude. In my HR career, I  remember meeting with an internal client who prominently displayed a sign on his desk that […]
April 24, 2018

Who’s Your Retirement Role Model?

by Joe Casey Retirement today is drastically different than it was in earlier generations. You know the drill. Pensions are a relic of the distant past, for most of us. We’ve heard about them and there’s probably a compelling museum exhibit somewhere on them –  but they are not part of our reality. Longer Lives, Longer Retirements There’s also greater longevity. This one cuts both ways. Saving for retirement today requires investing more – and earlier – to fund what is likely to be a far longer time in retirement. But it’s also a great potential opportunity. Rather than retreating […]
April 23, 2018

Millennials & Baby Boomers. Can We Talk (about Retirement)?

By Joe Casey There’s a lot of ongoing chatter about Millennials & Baby Boomers. A Knowledge@Wharton article last week posed the question Can Baby Boomers Succeed in a Millennial World? It noted that next year Millennials will become a larger share of the US population than the Boomers. It also pointed out that in today’s workplace there are many unhealthy stereotypes about each generation. Another recent article noted that there is “Millennial fatigue” and highlighted that the cohort is more diverse than is often thought. I’m skeptical about sweeping characterizations about generational cohorts. My education tells me that there are common experiences and […]

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