How Retirement Planning is Changing from a 3-Phase Model to a Multi-Phase Model (Part 2 of 3)
In Part 2 of this three-part video series, Steve Sanduski, CFP® explores what's driving the multi-stage or Palette of Life model of retirement.
In Part 2 of this three-part video series, Steve Sanduski, CFP® explores what's driving the multi-stage or Palette of Life model of retirement.
In Part 1 of this three-part series, Steve Sanduski, CFP® defines our current three-phase retirement model and how it is evolving.
Here are two reasons why you should consider plotting a dream vacation right next to retirement on your $Lifeline.
8 seasonal employment options that could add some variety to clients' retirement routines and improve Return on Life.
Thank you to everyone who participated in our Learning Hour call on January 18th.
And a special thanks to Eric Clarke, the founder and former CEO of Orion Advisor, for sharing his experiences transitioning from a high-profile CEO role to a fulfilling semi-retirement.
Some of the topics Eric covered with Steve and Mitch include:
Here are three important conversations that couples should have about retiring at different times and keeping their plan in sync.
Answering these three questions will help you decide if you should become a teacher in retirement and give back what you've learned.
Here are three questions to ask yourself if you think that serving on a board might improve your Return on Life in retirement.
Seniors who are willing to accept the responsibilities will find that a pet can add a lot of Return on Life to retirement.