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Five Financial Frights That Keep Retirees Up at Night
It's spooky season. And while most people are thinking about haunted houses and horror movies, a lot of pre-retirees have scarier things on their minds: running out of money, or a market crash at exactly the wrong time. Today we're shining a flashlight on five of the biggest financial frights and how to prepare for them.
Money Questions That Aren’t Really About Money
Talking about money can be hard for some people, and sometimes it just takes the right question to get things rolling. Here are a few we think are worth asking.
The Honor and the Headache of Being an Executor
Being named the executor of someone's will can feel like an honor. It can also feel like a lot of pressure. It's more than handing out inheritances. It's paperwork, accounts, taxes, property, creditors, and sometimes family dynamics, stretched out over months or even years. A lot of clients end up in this role without ever planning to, and we're often the first call they make. Let's talk through how we help.
Financial Documents: What to Keep and Where
Somewhere in a drawer, a filing cabinet, or a shoebox in the closet, most of us are holding onto financial paperwork we don't actually need. And we’re probably missing a few things we do need. Let's sort out what stays, what goes, and where it all belongs.
Why People Keep Working In Their Retirement Years
More people in their 60s and 70s are staying on the job than ever before, and it's not always about the money. Let's dig into the real reasons retirees keep showing up to work.
The National Park Guide to Retirement Planning
Whether you're visiting one of the 63 national parks this summer or just hitting a local trail, a lot of the best practices for a great hike apply just as well to your retirement plan. Let's “walk” through a few.
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