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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 […]
October 24, 2018

Does Money Buy Happiness in Retirement?

by Joe Casey State Street Global Advisors recently released their 2018 Global Retirement Reality Report titled The Happiness Formula. The survey is macro-focused and the formula consists of three factors – Trust in the Savings Systems, Ownership of Retirement Role and (financial) Preparedness. Of eight countries, the US scored highest in Ownership and Preparedness and second in Trust, far behind Sweden. The Netherlands scored the lowest in two of the three categories and the UK was in the bottom three in two of the categories. From the US perspective, it was interesting to see the gap between these two questions:   […]
September 30, 2018

Could You Reinvent Yourself as an Entrepreneur in Your Next Act?

By Joe Casey Different things can prompt you to ponder the question of whether or not to become an entrepreneur in the mid-to-late stages of a corporate career. An acquisition. A restructuring. An early-retirement buyout offer. A new boss who wants his or her own people. Have You Seen This Movie Too Many Times? There’s a cyclical nature to life in the corporate world that can be akin to the movie Groundhog Day. It’s easy to feel like you’ve seen all of this before. A commute doesn’t help – it’s only fun the first 500 times. Do you ever find yourself wondering Is […]

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