Retire by Degrees

Goal-setting for growth-minded professionals is highly emphasized. Studies are often quoted that show how much more successful we can be when we have written goals with timelines. Goals that are S.M.A.R.T. (cringe!) are touted as extra special (probably because they are retrofitted to a catchy acronym). Yes, throughout our life goals are important and give us something to strive for.…

Until recently I’d never heard of a harbor pilot. When talking with my friend Bill about all the decisions regarding retirement, and navigating the financial complexities he likened it to the concept of a harbor pilot bringing a ship safely into harbor. Let me explain. At sea, the captain of the ship is in charge.  But in many instances, once…

All across America it’s “back to school” time.  From first days of kindergarten to final years of college, students are headed back into the classroom or joining via remote learning. Once we begin our careers, the back-to-school days seem to be behind us.  But while starting to phase into retirement might mark the winding down of our career, it doesn’t…

I met Heidi Lumpkin when she was my career coach several years ago. She’s skilled at asking questions that delve into your motives and can help you devise practical plans for action. I chose Heidi because unlike other coaches who said they could help me achieve my goals – Heidi said she could help me discover what my real goals…

Today’s article was originally posted on the Humble Dollar blog on August 8, 2023.

Retirement marks a milestone in your life, a time to embrace newfound freedom and pursue passions beyond the confines of a traditional career. And similar to any branding exercise, retirement can benefit from a well-crafted tagline that encapsulates the essence of your retirement journey and helps you focus. Below are some examples of what I mean – I’m still working…