by Joe Casey The best retirement gifts aren’t the most obvious ones. Thinking about the special gifts you’ve personally received over the years just might lead you to find the best retirement gift ever. One of the greatest gifts I ever received came from my mother. My grandfather was the Fire Chief in my hometown […]

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 […]

by Joe Casey Finding balance is challenging in your working life. When you transition to retirement, how you structure your days in retirement can be a key factor in how satisfied you are. Remember when you were a kid? A frequent question from adults was “What do you want to be when you grow up?” […]

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 […]