A Fictional Retirement Plan I wanted to start off a new series of blogs about fictional retirement plans. What can we learn about retirement planning by doing case reviews for fictional couples? Let me know if you enjoy […]
If I Were Buddhist But Couldn’t Tell Anyone What would you do even if you couldn’t tell anyone about it? Would that vacation or that degree still interest you if you couldn’t tell anyone? Since retirement, I have […]
Self-Acceptance in Retirement A working person introduces themselves by what they do. When you retire, you introduce yourself as who you are. You have a different identity pre-retirement than when you retire. As we shift from “what you do” to […]
And in the End Nothing Left How does healing happen? Can you heal with a degree of grace? Over time, you can heal with grace. Quickly—all of a sudden—and after just as much time as you […]
Bond Tents for Retirement Asset Allocation Bond tents and Rising Equity Glidepaths are styles of glidepaths. Glidepaths describe the modulation of asset allocation before and after retirement. For example, traditional target-date funds decrease stock percentage to or through retirement and […]
Retirement Spending Smile or Lumpy Expenses? A major puzzle in retirement are future expenses. How much money will you need to spend in the future? You have ‘guaranteed’ lifelong sources of income, such as social security, pensions, and income annuities. […]
Move On – Sondheim in Retirement Steven Sondheim’s song “Move On” speaks to the challenge of creating a new chapter in life. We all must move on at some point, actually at several points, since life is […]
A Joyful Retirement is a Grateful One Do you want more joy in retirement? If so, practice gratitude. Gratitude and joy are necessary to live the good life. So why not increase the joy of retirement by cultivating gratitude? […]
Estate Planning for Doctors While often neglected, an optimized estate plan is a vital part of your legacy. The need to protect your assets never goes away, though you often don’t have much in the beginning. As you age, assets […]
