• Phased Retirement: What are you Chasing?

    A recent Wall Street Journal article (1) delved into the interesting concept of why we’re so busy and what we’re each chasing that keeps us so frenetic.  According to one person’s opinion in the article, in Italy the professional class are chasing a better tan, showing where they’ve been on vacation, and portraying how much leisure time they have. In…

  • Retirement Plan = Career Plan

    As you think ahead and plan for your retirement or you begin a phased retirement, you could improve your preparation by looking back at how you planned and managed your career. Your career didn’t just happen.  It required thoughtful planning and careful consideration of moves to different roles or even different companies. As your career matured, your ideas and perspectives…

  • Phased Retirement: Boomerang Boomers

    The percentage of retirees who return to the workforce varies depending on the specific study, but it can be significant. For example, according to a 2020 survey by the Transamerica Center for Retirement Studies, approximately 57% of American workers expect to continue working in some capacity after they retire. Another survey conducted by the Federal Reserve in 2018 found that…

  • Retirement: Location, Location, Location

    It’s often a real estate motto for determining the best housing, but location is often a key decision point for where to spend your retirement as well. For the ultimate flexibility, remote work allows those who are ‘ratcheting back’ their workloads to explore new areas. Many cities in the United States offer a great environment for professionals who work remotely.…

  • Retirement – Go Find your Magic

    I’ve been writing about retirement – specifically a phased approach to retirement – for quite a while. Even though I think of this as a somewhat novel approach, compared to a traditional ‘retirement day,’ I’d still been thinking of it as happening at the end of a long-ish career where you or I slowly exit full-time work. Today I read…

  • Living in Uncertain Times

    Recently I’ve seen a lot published about the challenges we’re facing as we live “…in these uncertain times.” But here’s the thing; they’re always uncertain times. Yes, we’ve experienced a pandemic that forced us all into a ‘new normal.’  There’s a war in Ukraine, unsettling economic times…and the list goes on. But no one ever knows the future.  There may…