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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 […]
November 15, 2018

Are You Heading for a Busy Retirement?

by Joe Casey Remember when you were a kid? A frequent question from adults was “What do you want to be when you grow up?” Do you remember your answers? A favorite of mine was “An astronaut”. (My wife tells me being a space cadet is close enough). Odds are that your answer was not “I want to be really busy when I grow up.” Yet many of us have managed to accomplish just that. Life Gets Complicated and Busyness Takes Over It’s easy to get caught up in being busy. Busy is rewarded. If you’re good at getting things done, you’ll […]
November 13, 2018

The Retirement Discussion Dilemma

By Susan Williams You are thinking about retirement and would like to transition into it. Maybe working part-time to start would be great. Or even just having some more flexibility in your hours would be a bonus. Your employer realizes that you’re getting close to retirement and would like to retain your skills or have you mentor some younger colleagues. They would like to know what your plans are so that they can make sure that they have appropriate succession plans in place. Both of you would like to have a conversation about this but neither one of you want […]

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