
Weekend Reading: Why 72% of Retirees Are Happy
How do you become a happy retiree? Previous podcast guest Fritz Gilbert delves into the differences between happy and depressed retirees, exploring nine traits he discovered amidst his research.

Weekend Reading: The Big Thing Clients Don't Get About Social Security Spousal Benefits
People mistakenly believe they have a choice between claiming their own benefits or their spousal benefits. However, the reality is that spousal benefits are determined through a multi-part calculation and comparison.

Weekend Reading: Take Steps Now to Address Dementia Concerns
Cognitive loss continues to be one of today’s biggest retirement risks. According to the Alzheimer's Association, the number of present Alzheimer’s cases are projected to more than double by 2050.

Weekend Reading: An 85-Year Harvard Study on Happiness Found the No. 1 Retirement Challenge That ‘No One Talks About’
Your happiness in retirement doesn’t stem solely from financial stability. According to a Harvard Study originating in 1938, the main challenge people face in retirement is often the loss of social connections that work once provided.

Weekend Reading: 20 IRA Mistakes to Avoid
The rules that govern your retirement accounts are not as simple as they may seem on the surface. It can pay BIG to work with an expert.

Weekend Reading: Coming Together
What areas in your financial life can you consolidate and clear out the unnecessary clutter? Less time worrying about managing accounts means more time for you to focus on what matters most.

Weekend Reading: The Seven Great Challenges to Retirement Plans
Your retirement strategy should be built to withstand ongoing risks such as market volatility and sequence of returns impact, but today’s retirement landscape also brings its own significant challenges.

Weekend Reading: The Return on Hassle Spectrum
By understanding the difficulty grade of an investment, you can determine what works best in your portfolio, while considering the tradeoffs and hassles you’re willing to accept.

Weekend Reading: What's Your Retirement Income Style?
You have a unique personality and preferences. Shouldn’t these elements be integrated into your retirement income strategy?

Weekend Reading: Look Inside
You’ll find it’s not what happens throughout your financial life that has the most impact, but how you react to it.

Weekend Reading: Advice from Real Retirement Experts: Retirees
If you have yet to retire, or simply want to elevate the retirement life you’re already living, oftentimes, your best source of advice is from fellow retirees.

Weekend Reading: How to Get Rich in the Markets
Getting “rich” is all relative, and your ability to gain “riches” may not be nearly as complicated as you think.