Learning Center
What Should You Do With that Old 401(k)?
Did you recently change jobs? If so, you’re not alone. The days of working for one company for your entire career are long gone. According to a 2014 Department of Labor study, the median tenure for American men at their current job is 4.7 years. For women,...
How to Find the Best Annuity Rates
Looking for a way to manage downside risk in retirement? If so, an annuity may be an effective strategy. Annuities are products offered by insurance companies for a variety of purposes. With one of those purposes being to manage volatility. They can also...
How Can I Afford My Retirement Archetype?
To put it simply: some archetypes are more expensive than others. And while you may have only thought of retirement in terms of the assets you have, now I would challenge you to think about the how retirement income can be an important part of achieving...
Choose Your Retirement Adventure: Thinking Outside the Box About Retirement Options
In last week’s blog post, I wrote that “Route 65” isn’t the only option when it comes to retirement. In other words, most people choose to climb the “retire at 65” mountain and stop working, but that isn’t the only option you have. In fact, there are many...
Women: Are You Ready for a Long, Long Retirement?
In 2002, Tamae Watanabe became the oldest woman to climb Mount Everest. She was 63. Ten years later, at age 73, the retired office worker did it again. You may not scale the Himalayas in retirement, but healthy living means more women can expect to live into their...
What kind of relationship do you have with your money?
Do you hold tight to your money? Strew it around? Stay as far away from it as you can? Fantasize about what it could do for you? Understanding the nature of your relationship with money can be helpful in making decisions that affect how you plan for your...
Planning Your Retirement Journey Step 4: Overcoming the Obstacles Within You
We cheer whenever someone reaches the summit of a mountain (real or metaphorical) despite adversity. Think of blind climber Erik Weihenmayer, who has summited all seven of the world’s tallest peaks. Or Christopher Gardner, who overcame homelessness and...
Planning Your Retirement Journey Step 3: Prepare for the Risks of Your Route
So far in this blog series, we’ve talked about Step 1: Choosing Your Retirement Mountain and Step 2: Mapping Your Route. Now it’s time to do a quick reality check and consider some of the potential risks that may impact you along your route. You may...
Planning Your Retirement Journey Step 2: Mapping Your Route
To summit Mount Everest, climbers have a choice of 18 different routes that previous expeditions have proven possible. Commercial expeditions take one of two traditional routes: the Northeast Ridge or Southeast Ridge. According to summiter Alan Arnette,...