Today’s story in Time describes the pros and cons of providing significant financial gifts to your kids while you’re still alive. Many boomers find joy in helping children purchase their…
Wait a minute, you might be saying. Isn’t burnout a having-a-job thing? Sure. But, burnout can happen anytime you say ‘yes’ too many times and wind up doing too much…
According to the American Institute of Stress, Retirement ranks #10 on the Holmes-Rahe Life Stress Inventory Scale, under Death of a Spouse, Divorce and Being Fired and above Major Change…
Read More Newsflash: Retirement doesn’t have to be stressful
Your retirement would look a lot different if you won tomorrow’s estimated 450 million dollar Powerball jackpot. Or, would it? If you won (and your odds of winning are almost,…
Many of us seem to take a ‘more is more’ perspective when it comes to retirement, especially when it comes to assets. That’s why it was interesting to read another…
Read More In retirement, as in life, most things in moderation
The results are in from the New York Life Center for Retirement Income Literacy Survey and they’re a little frightening. Only 20% of 1,000 test takers, ages 60-75, received a…
It’s holiday time and many of us are obsessed with lists: Wish lists, shopping lists, grocery lists, greeting card lists, invitation lists, to-do lists. Santa has the world’s longest list…
This story in USA Today really hit home this morning, starting with this quote: “People are quite enthusiastic about the chance of living a longer life, yet at the same…
Many of our clients are thinking of spending their retirement in a place with warmer climes, closer proximity to grandchildren or lower tax rates. At Fit-to-Retire, we know a new…
Remember those milestone birthdays of our youth: “Sweet 16,” eligible-to-vote 18 and “legal” 21? (Ah, those were the days.) At Fit-to-Retire, our goal is to prepare clients for the three…