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September 4, 2018

Back to School. How About You?

By Joe Casey It’s Back to School season. In our home, our youngest daughter began her junior year in college last week. Our son is starting his junior year of high school this week. It’s a time of transition. The return of the backpacks. How about you? Are you headed back to school? People tend to scoff at that question.  Following considerable laughter, I usually hear “I finished school a long time ago.”  or “I’m retired. I’m too old for that” or “I could never do that”. You’ve Updated Your Software – How About Your Mindset? Look past the laughter and you’ll see […]
August 8, 2018

Is Your Company Fully Ready for the Aging Workforce?

by Joe Casey There are strong crosscurrents swirling in today’s workplace that significantly impact older workers. People are living longer and many people expect to work longer than previous generations. But some people do not want to just continue to work in the same way forever. The key things they desire are greater flexibility and a pathway to winding down at their own pace. Almost half of workers surveyed plan to transition gradually into retirement, according to a Transamerica Center for Retirement Studies report published in June. A Big Gap Yet, there is a sizeable gap between what aging workers want and what many companies […]
August 3, 2018

Why Are People Unretiring?

By Joe Casey Planning well for retirement takes discipline, vision, and sacrifice and often takes decades. There are critical financial issues to plan for, including health care and long-term care. Once those are reasonably squared away, there are key non-financial issues to plan for as well. The Non-Financial Side of the Street On the other side of the retirement equation, there are some big-picture questions, such as: What will my purpose be when I’m retired? Who will I be in retirement? I’ve always been a lawyer, an accountant, etc.  Now, what will my new identity be? There are also more […]

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