Articles of Interest

Check out these recent Hot Topic articles! Visit this page regularly to find links to new articles that will keep you informed and engaged.

8 Things to Consider Before You Retire

Are you burned out at work and financially secure? Do you feel like you need more time in your week to fulfill your dreams? Are you craving a life with a slower pace? Or are you just at the age where retirement makes sense? On the other hand, do you also worry that a drastic reduction in structure could be psychologically difficult? Are you worried about how less cash flow will feel?


Getting Older May Be Better Than You Think

Research associates a more optimistic outlook with greater wellbeing in life. A new study published in the March 2022 Journals of Gerontology: Psychological Sciences and Social Sciences studied 233 older men, finding that those with greater optimism reported more positive mood. Their optimism also seemed to change the way they experienced or interpreted stressful situations (Lee, et al, 2022).


While many are looking for work, some older workers are jumping at the chance for a new start

You probably heard: Meghan McCain is leaving ABC’s “The View” after nearly four years. Among her reasons for quitting is that COVID-19 “has changed the world for all of us,” she told the Guardian. “It’s changed the way I’m looking at my life, the way I’m living my life, the way I want my life to look like.”


The Values-Driven Life: Let Go of Your Rules and Live with Purpose

What drives your decision-making—your rules or your values? Imagine a good friend asks you for a loan and you know, despite your friend’s best intentions, you will likely never get your money back. Do you agree to loan the money because that’s what friends are supposed to do or because you value this friendship more than the money? Do you decline to loan the money because friends and money don’t mix or because you value maintaining boundaries in all your relationships?


Retirement planning is more than just saving money

Want to live a long, healthy, prosperous life? Then you may want to read a recent report from Merrill Lynch and Age Wave that identifies seven life priorities you should focus on. The report, “Finances in Retirement: New Challenges, New Solutions,” shows how your financial strategies integrate with other important aspects of your life. It’s based on a survey done in August 2016, with more than 4,800 adult respondents.


Enjoy Life Now and Still Save for Later

Wanting to live well in the moment while saving for an enjoyable retirement can be a financial conundrum. The good news is, it is possible to do both. Balancing these two needs simply means making sure you are keeping your financial house in order while you are enjoying your lifestyle. Individuals can learn to balance these two often-conflicting aims—lifestyle goals and retirement goals—by using the following four-step process:


.6 Reasons to Rethink Early Retirement

Robert Johnson, a professor of finance at Creighton University's Heider College of Business, retired from a career in financial education in 2018 but recognized that he wasn't comfortable spending his retirement years as if he were on perpetual vacation.