Retirement: Most Employers Don’t Have a Clue

My Comments: My entire professional focus these days is helping people retire. To that end I’ve created two online courses that I’m marketing nationally. This article from nextavenue.org points to one of the channels I’m trying to reach. At the local level, I’m prepared to hold workshops for any organization that sees this as an …

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Got a will? Here are 11 more end-of-life documents you may need

My Comments: Most of you know that I’m now semi-retired. My transition to full retirement is ongoing and may not happen until my lights go out. This outcome is more and more common these days. Many millions of us are not ready to fully retire and we find ways to continue doing what we’ve done …

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The Crippling Cost of Self-Insuring Long-Term Care

My Comments: Long Term Care, often reduced to the acronym LTC, means that someone, perhaps you, have developed mental and/or physical limitations that require the assistance of others to get through a 24 hour day. Care may come from a family member or from professionals, but unless you plan to die soon, you may need …

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Getting Ready to Start Your Retirement

My Comments: The woods are full of people attempting to help you prepare for your retirement. Almost all of them want to give you investment advice which may or may not be good advice. It’s an accepted fact that life in 21st Century America is better with more money than it is with less money. …

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Top 10 Tips for a Meaningful Retirement

My Comments: These words from Nicholas Hopwood of Plymouth, Michigan, echo the lessons I teach in my online courses at Successful Retirement Secrets. The challenge for everyone who expects to someday retire is to prepare themselves without becoming obsessed with what has to happen first. He stresses, as do I, the need to fully understand …

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Health Savings Account Rules: 6 Little-Known HSA Tips That Will Save You Money

My Comments: This is post #5 in a series of 6 posts intended to help you better understand the advantages of HSAs. If your circumstances let you qualify for one, it could be a game changer when it comes to paying your bills in retirement. by Adella Cellini Linecker \ November 30, 2018 A health …

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Is an HSA a Good Place for My Retirement Savings?

If you think your HSA is only good for covering medical expenses, you're overlooking one of its key benefits. My Comments: This is #4 in a series of 6 blog posts intended to help someone not yet retired, and under Medicare age, make an informed decision about their health insurance. There are restrictions on who …

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