Purpose-Based Planning

Values ultimately lend a hand in the legacy you leave behind, which might make the question of how to pass them on to your children or grandchildren seem daunting.

My favorite blog takes a look at how we should all take the data produced from "happiness" studies with a grain of salt, especially if you’re letting them help determine important life decisions.

Family and the relationships you have with your loved ones play a large role in not only your happiness today, but also years into retirement.

Take a moment to think about how you have evolved over the past decade. The changes you find might be profound. You certainly have learned a lot and gained more life experience, however, the other aspect to keep in mind is what this article refers to as the “end of history illusion”.

The pursuit of happiness in retirement might be much more complex than you ever realized. In order to become what this article refers to as a “HROB” (Happiest Retiree on the Block), there are crucial financial and non-financial aspects to consider.

Can money buy happiness? Research says maybe – if you spend it on others.

Have you ever heard the saying, “Comparison is the thief of joy”? While doing so might be easier than ever with the amount of technology we have at our fingertips, it can quickly cause you to feel unsuccessful, inadequate and as if you’re not reaching your highest potential.

The author of this article highlights five fails he experienced in retirement that have less to do with money, and more to do with your purpose, intention and overall emotional readiness for stepping into your second act.

What’s the secret recipe for a happy retirement? According to a recent Morningstar panel, it includes three things: Having enough money, having relationships with your peers and community, and having your health.

A global pandemic has the power to bring about a plethora of abrupt life transitions, and for many baby boomers, that included stepping into retirement earlier than expected.

As Fritz Gilbert states: "Seeking the best wheel for the situation we’re facing makes life better." In the end, retirement is an opportunity to adjust, improve and find a new approach.

Are you training for the long-haul? With today’s longevity, your retirement could span 30-plus years, and how you leverage this gift of time can ultimately affect your overall happiness and fulfillment.