“Legacy begins in the heart and then you move to your head.” – Marjorie Fisher Each of us has a unique story that makes us who we are and prepares us for our mission here on earth. I believe we come here with a purpose, and when we are born, we have no idea what …
Legacy is more than money — it’s what people think, feel and remember when they speak or hear your name. In addition, Legacy is one of the most difficult and important issues we all face because it has to do with our existence and answers these three important questions: Who am I? Why am I here? Have I made a difference? …
An Excerpt from Radical Curiosity: One Man’s Search for Cosmic Magic and a Purposeful Life by Ken Dychtwald, April 2021 “I am what survives of me.” Erik Erikson I’ve often been surprised by how much my professional interests had either collided with or been midwifed by personal reflections and actions. For example, in 2005, I …
I have been conducting research with pre- and post- retirees for over 20 years. During this time, I have discovered that when people plan for the future, or whatever they call it, words like passion, purpose, hobby, busy, fulfillment, engaged and fun are most frequently cited. But during this time of COVID, I have heard …
“Retirement is a time when working is optional and retirement is affordable“ Decisions, decisions! I turn 62 this month and will be eligible for early Social Security. I cannot believe it. I’m not alone with this question. Right now, there are 10,000 Baby Boomers turning 62 every single day. It’s important to look at all …
COVID-19 has changed the face of our country dramatically. My firm, Age Wave, in partnership with Edward Jones and the Harris Poll, set out to discover how retirees are faring today, compared to the general population of adults in both the U.S. and Canada. This groundbreaking study, called The Four Pillars of the New Retirement, …
“A smart women doesn’t retire – she simply reinvents!” Katana Abbott What does retirement mean to you? Personally, I think we need a new word for it! According to a new study by Age Wave, “Retirement no longer means the end of work. Approximately 95% of pre-retirees expect to work in some capacity during their …
“The SECURE Act changed the options that are available to designated beneficiaries. But, for those who inherited retirement accounts in 2019, the year 2020 might be a last chance to hang on to the older and more beneficial beneficiary distribution options.” One of the most impactful changes made under the Setting Every Community Up for …
“A smart woman never retires, she simply reinvents!” ~Katana Abbott I believe that work is the New Retirement Solution. So do more and more Baby Boomers who are exploring their options. In a recent Gallop Poll, 80% of Baby Boomers approaching retirement expect to continue working after retiring to supplement their pensions, Social Security, and …
A few years ago, I was on vacation with my husband and another couple that we have frequently traveled with over the last 30 years. I noticed the phrase, “I’m done!” kept coming up in conversation. I had already retired and reinvented my career 10 years earlier, but my husband and my friend, had both …
