Happiness & Flow in Retirement

Happiness & Flow in Retirement

Did you know that the happiest people in the world aren’t just happy? Study after study suggests that happiness isn’t just an innate quality; it’s a matter of a person’s environment, their relationships, and what they do each and every day. What we do every day —...
Retirement on Your Terms

Retirement on Your Terms

My retired clients are some of the most vibrant and active people I know — and there’s no stopping them. Retirement also looks a lot different now than it did 50 years ago. People have a long list of trips they’re taking, events they’re attending, and visits they’re...
All About Taxes in Retirement

All About Taxes in Retirement

Most clients are surprised when they get to retirement and see that their taxes have changed. I have this conversation with almost all of my clients when they retire. They go from having a normal W2 income, where their taxes are withheld — and sometimes they even...