A significant percentage of Fit-To-Retire clients come into our office with a bucket list a mile-and-a-half long and no idea what to do with it. We call these folks “High…
Published August 16, 2017 by Cathy Hamilton
Published August 9, 2017 by Cathy Hamilton
While visiting my grandson in Brooklyn recently, I had lunch with a childhood friend from Kansas City, a New Yorker since the 1980’s. We are both 61, two weeks apart…
Published July 26, 2017 by Cathy Hamilton
Money. Talk about your hot buttons! No matter how hard we try to convince ourselves otherwise, there’s a hard-to-deny link between self-worth and our personal finances. We judge ourselves, to…
Published July 6, 2017 by Cathy Hamilton
Remember your first place? The little starter home you bought with your spouse or that first apartment when you were finally out on your own? In those days, moving was…
Published May 30, 2017 by Cathy Hamilton
Everybody has that one friend. The one who hits the ground running so hard and fast after retirement, they crash and burn before the year is out. They have a plan, alright. And…
Published May 24, 2017 by Cathy Hamilton
In your working life, time management is the fine art (and skill) of squeezing everything you have to do into one 24-hour day. In retirement, that squeeze becomes more of…
Published May 17, 2017 by Cathy Hamilton
Experienced financial advisors are familiar with the principles of investor psychology. Among them, the “Regret Theory” addresses the emotional reaction clients experience after making what they perceive is an error of judgment. There are…
Published May 10, 2017 by Cathy Hamilton
Moms have a lot of rules. To wit… Make your bed every morning. Pick your underwear up off the floor. Don’t waste food. Close the door…were you born in a…
Published April 26, 2017 by Cathy Hamilton
It sounds antithetical, if not anticlimactic. Working in retirement?! Isn’t the whole point not to work, ever again? Turns out, not so much anymore. Retirees are returning to part-time work…
Published April 10, 2017 by Cathy Hamilton
We applaud The National Retirement Planning Coalition (NRPC), led by the Insured Retirement Institute, for raising awareness of the need for comprehensive retirement planning by creating a special week to…