Retirement gives you freedom. More time. Fewer obligations. A hard-earned reward for decades of work. But in two conversations on The Retirement Wisdom Podcast, Deborah Santana and Monique Rhodes suggested something more provocative: retirement is an identity reckoning. And for many successful professionals, that’s disorienting, and can even be paralyzing. Both women have backgrounds in […]

Like many successful people, Jack found himself in a new strange world. Retirement. He had planned for it for years, but now on a Thursday afternoon alone at home he felt unmoored. It dawned on him that, with the help of his financial advisor, he had figured out how to prepare to fund his retirement, […]

By Bev Bachel What did you say? Can you repeat that? Would you mind saying that again? If you’re having trouble hearing, you’re not alone. Almost half of U.S. residents older than age 65 have some degree of hearing loss.[1] And, according to an article in the October 2022 issue of the AARP Bulletin, 30 […]

By Bev Bachel If you’re like most of my friends and colleagues, you’d like to help your children and/or grandchildren pay for college. Many do this by opening a 529 College Savings Plan account and naming a child or grandchild as beneficiary. But did you know there’s another way to reduce the cost of college? […]