Category Archives: Retirement Info

Articles, blogs, references to better days in retirement.

Top 10 Questions to Ask about Your Financial Vulnerability

Financial Fitness, Retirement Info, , , ,

How financially vulnerable are you?  According to a 2010 LIMRA report “Facts About Life 2010,” more than 40% of Americans say the reason they don’t have more life insurance is because of other financial priorities, like saving for retirement.  Furthermore, nearly 70% of American households with children under 18 would be in financial jeopardy if the primary breadwinner died.  Even if you feel financially secure today, there are factors outside your control that could impact that security tomorrow.  Become more proactive and purposefully begin a plan that will provide protection, growth and security in spite of uncontrollable life events.

The following are some common questions that require definitive answers to establish solid plans for those “what if” events.

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Retirement Time Line Ages 50-70 1/2

Coaching Topics, Financial Fitness, Retirement Info, , ,

This article provides a general overview of a retirement time line without enumerating all the pros and cons surrounding the age specific decisions.  Many people think major retirement decisions coincide with your 65thbirthday.  In reality, many important decisions begin as early as age 50.  Actually, you are never too young to start developing your long term financial objectives.  “If I knew then what I know now …” is a phrase often spoken by seniors who would have done things differently if they had been more informed young enough to make intelligently planned decisions versus emotionally charged emergency ones in reaction to sudden life changing events.

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Set Your Course for Financial Fitness

Coaching Topics, Financial Fitness, Retirement Info, , , ,

I used to subscribe to the philosophy, “Success is a journey, not a destination!”  Now one of my favorite sayings since owning a Honda Odyssey is, “Life is an odyssey!  Enjoy the ride!”  One of the  best ways I know to enjoy the ride is to be financially, physically, emotionally, and spiritually fit.   As a CPA, my clients focused on their financial fitness because retirement planning has been traditionally about numbers.  Now as a PAC (Personal Achievement Coach), clients focus more on their personal outlook and mindset, the starting point which leads to improved financial statements, health,  relationships, and fulfilling their life dreams.

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