TransitionPG® Blog
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Questions to Ask Your Spouse About Retirement
As a CFP®, I help couples with retirement planning. Before calculating if they’ve saved enough money, I ask them what they want to do in retirement. Most couples haven’t really addressed what they would do when work is no longer a factor. They each may have their own...
Enlist A Friend For Motivation
Getting back into a workout routine was challenging. By enlisting a friend, my motivation and consistency improved. Schedule Change: I used to work out for an hour every morning. It was easy. I would roll out of bed and use my home gym. But during the past year, my...
Look Beyond Money When Planning For Retirement
If you’re planning for retirement, you may be focused on the money aspect – running calculations to ensure you won’t outlive your money. While that's an essential aspect of retirement planning, it's not the only item to consider. Look beyond money when planning for...
The Very First Step in Retirement Planning
Since the beginning of your career, you’ve been encouraged to save for retirement. Even though retirement seemed far away, your employer gave you paperwork to complete when you were hired. The paperwork was regarding their employer-sponsored retirement savings plan....
Sometimes Silence Is Best
When your friend's spouse dies, the last thing they want to hear is that you know what they are going through. Actually, you don’t. Losing a spouse is different than losing a parent. It’s different than losing a pet. Even if your spouse died, your experience with...
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