The takeaway: large-cap, mid-cap, and small-cap stock funds in your nest-egg are ways to stem market losses and enhance market gains. Just make sure that your personality matches the personality of these large-, mid-, and small-cap stocks before you buy. $$$ Last month’s post was an affair by the numbers. We looked at 40 years … [Read more…]
The takeaway: There are four ways we Boomers ruin our retirement lives. The only time we really hear about these four ways is when a pro athlete makes the news for squandering millions and being broke. Bulletin: We Boomers are just as capable of squandering our lifetime earnings and ruining our retirement lives. Avoid these … [Read more…]
Boomer, today’s book review is about purpose and “calling.” As noted in this book, and exemplified by my friend Susan, our purpose and calling can change throughout our lives. And it can have a profound impact on our lives. Proceed with caution… My friend Susan’s purpose and calling was to build a successful business. After … [Read more…]
Boomer, let’s be honest. You know I didn’t do a good job planning my retirement life. True, I’d planned my finances. I’d planned to travel.  But I never planned how I’d replace: the ready-made social life work gave me; the purpose and meaning that work gave my days; and the structure that work gave to my day, which … [Read more…]
When I started my career, I had to share an office with Paul.  Trust me, Boomer.  In a million years, I’d have never thought Paul would be a role model for the purpose-filled retirement.  Whenever I’d ask, it was clear Paul hadn’t a clue what he’d do when he retired. When the big day arrived, we gave … [Read more…]