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People sit down together to do business and come to a handshake agreement. Then, as time passes, what was discussed, what was agreed to, is sometimes forgotten … or worse yet, remembered incorrectly. Everyone has experienced this. With your savings and your financial future in the balance, why would you take the chance of not...

If you are like many retirees, you have some vacation days accumulated, and you’ve been thinking you can use these days to retire a few weeks early with pay. Some employers will even “buy back” unused vacation days with cash that can come in handy on the cusp of retirement. There is, however, another way...

“Danny” was an active, fully engaged business owner I’ve known for a number of years. He said he wanted to slow down and eventually retire. But, well into his 70s, he couldn’t seem to disengage from his work and his multiple companies, even though he said he wanted to retire and was satisfied that his...

If you’re serious about retirement, then you’re probably thinking of all the things you’d rather be doing instead of working. You probably also are aware of a number of people that are less than happy with life in retirement, people who seem to just fade away after retiring or whose ill health set them back...

Why is it that some people retire and then in short order seem to experience a setback, illness, or even death? I’m not a health or psychology professional, but I know it happens. And you probably know of more than one person who retired, then hit a wall. Could it be that they weren’t prepared...