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November 2, 2022 – Thanks to everyone who took the time to take last week’s instant poll on spousal compatibility around retirement decisions. The good news is that the vast majority of you all are either extremely compatible (25%) or mostly compatible (41%). Luckily, only a handful are extremely incompatible.
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Category: Family and Retirement
October 26, 2022 – The topic of spousal compatibility around retirement planning is an intriguing topic. We are not talking about how you and your spouse or partner get along day to day, but more specifically about retirement planning. Did you/do you have the same ideas about when and where…
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Category: Downsizing
Our thanks to the NY TImes best-selling author HALLIE EPHRON for allowing us to reprint this amazing story from JungleRedWriters.com. Decluttering, ridding out, downsizing, whatever you want to call it, is hard. This is a wonderful and touching tribute, thank you! Note: Jerry, with whom I share a birthday, was one of the most interesting people I have ever met.
HALLIE EPHRON: My husband and I reached a detente early in our marriage. He could go to all the yard sales and buy whatever he wanted (mostly books), and I wouldn't nag him about it, as long as I didn't have to look at his piles of stuff.He celebrated this arrangement in one of the anniversary (our 30th) cards he drew for me.
When Jerry died, with my daughters' help I gave away his clothes. I enlisted a used book dealer (of Antiques Roadshow fame, Ken Gloss) to take his sizeable and variable book collection.
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Category: Family and Retirement
September 28, 2022– As a follow up to our recent article, “There Might Be More Than One Kind of Home for You in Retirement“, this one concentrates on the latter stage of retirement. What you will do when you are a little less active, and your abilities are not…
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Category: Retirement Planning
September 7, 2022 — We are fortunate to be living in a time when retirement has so many possibilities. Not so long ago, our choices were to work until we dropped, move in with one of our children, or get shipped off to a nursing home. Now, the choices are…
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Category: Downsizing
October 20, 2022 -- Moving at any age is bad enough. But baby boomers have spent decades acquiring all kinds of stuff, adding to the challenges of age. Moving at our age usually means downsizing, when we realize we have 1,000 pounds of stuff (furniture, knicknacks, collections, etc.) that we can't possibly fit into the 600 pound bag our new home represents.
Enter the "senior move manager", a new job that can take so much of the pain out of downsizing and moving. This person can help with every aspect, from helping you sort what to keep, how to get rid of the rest, to planning what will fit in your new home - both size wise and stylistically. They can do it all, down to getting your kitchen equipment into the right cupboard in the new kitchen.
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Category: Financial and taxes in retirement
July 6, 2020 — A new study focussed on the financial issues that retirees should really be concerned about, and then it measured what they actually worried about. The results are interesting – it seems like many people are downplaying the risks that should concern them, like how long they…
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Category: Retirement Planning
June 4, 2022 – Five years ago we opined about the 10 things we think we learned after ten years of being retired. We took another look at that article, and it all still makes sense. But we couldn’t resist adding three more that hadn’t occurred the first time. Here…
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Category: Financial and taxes in retirement
April 27, 2022 — Of all the current demographic generations, Gen X is the one most worried about its retirement, according to a research study from the SOA Research Institute. They are the folks born between 1965 and 1980, and are the next demographic group to…
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Category: Retirement Planning
November 9, 2021 — A happy retirement is something people look forward to with great anticipation. But just what are the keys to a successful retirement; the things you can do to maximize your happiness and enjoy the fruits of all of those years working? In this article we will…
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