Social Security Strategies That Could Help Boost Your Retirement Income

Social Security is more than just a monthly check—it’s a lifetime asset. Be more confident in retirement by approaching it thoughtfully.
Embracing Solitude: Finding Comfort in Quiet Moments

Retirement often brings an unexpected shift: more alone time. For some, this feels liberating; for others, daunting. Solitude vs. Loneliness Psychologists distinguish solitude from loneliness. Loneliness is a sense of unwanted isolation; solitude is chosen quiet that fosters reflection. Research from the University of Chicago (2021) found that retirees who embraced solitude reported higher levels […]
Can You Give Back Without Risking Your Own Retirement?

Giving back can be one of the most meaningful parts of retirement, as long as it’s done in a way that supports your long-term security.
Legacy Beyond Wealth: Passing Down Stories, Skills, and Traditions

When people think about legacy, finances often come first. But near-retirees increasingly say they want to be remembered for their values, not just their assets. A Merrill Lynch/Age Wave survey (2022) found that 75% of retirees felt passing down values and life lessons was more important than money. Types of Legacy Beyond Wealth Legacy isn’t […]
The Rhythm of Time: Crafting New Daily Rituals in Retirement

When work ends, time can feel like a blank canvas. While freedom is exciting, unstructured days can feel overwhelming. A 2024 American Journal of Lifestyle Medicine review found that retirees with structured routines reported higher satisfaction and lower stress. Why Structure Matters Workplaces give us built-in anchors: meetings, deadlines, commutes. Without them, days can blur […]
Soft Side of Retirement: Part 3 ‘Staying Connected: Nurturing Your Social Side After Leaving the Workplace’

This is the last part of my three-part series dedicated to the Soft Side of Retirement – while financial planning is essential, it’s only part of what leads to a fulfilling retirement. Just as important is how we relate to ourselves, our partners, and our community once work no longer structures our days. First, I […]
Did You Know One in Four Retirees Regret Not Planning Sooner?

Retirement can be one of life’s most rewarding phases—but only if you’ve planned for it. According to the Medicare FAQ Survey (2024), 1 in 4 retired Americans says they regret not starting their financial planning earlier. And many say they would go back and make better choices if given the chance. Why the Regret? There are […]
The Art of Letting Go: Redefining Identity Beyond Career

For many near-retirees, the thought of stepping away from a lifelong career stirs up more than financial questions. It prompts a deeper, more personal reflection: Who am I without my work? Why Retirement Identity Shifts Feel So Big Work has a way of becoming intertwined with identity. In the U.S., one of the first questions […]
How to Financially Support Adult Children Without Derailing Retirement

The college graduation photos are framed on your mantle, but your 28-year-old is back in their childhood bedroom. Student loans, sky-high rent, and entry-level salaries that don’t stretch far enough have created a generation of adult children who need more financial help than their parents ever expected to provide. You want to help – of […]
Rediscovering Yourself and Each Other: Finding New Purpose in Retirement

Part 2 of the Soft Side of Retirement Series Welcome back to the Soft Side of Retirement series. Over the course of three months, I’m focusing on the emotional and relational aspects of retirement. I have learned and experienced that thriving in retirement isn’t just about financial readiness; it’s about growing together in this new […]