In the News

Five Steps to a Less Stressful Retirement Transition

By Kathy Longo, CFP®, CAP®, CDFA

Tuesday, 07 March 2017

Five Steps to a Less Stressful Retirement Transition

Many of us look forward to retirement as a time for relaxation, exploring hobbies and using our time to focus on things other than work and career. Planning for retirement, however, can be stressful even in the best situations and downright daunting for people nearing retirement who may not have planned as much as they’d have liked. According to a 2016 PwC survey, a little less than half of Baby Boomers know how much income they will need in retirement and are concerned that they will run out of money.  That kind of uncertainty compounds the stress that many people often face when trying to save and prepare for retirement.

Visualizing your retirement is one way to give yourself peace of mind about how to achieve it. The following five steps can help you create a successful and fruitful financial plan.

Commitment and Courage: Why Retirement Is Like Learning to Fly on a Trapeze

By Kathy Longo, CFP®, CAP®, CDFA

Friday, 24 February 2017

Commitment and Courage: Why Retirement Is Like Learning to Fly on a Trapeze

I have a vivid memory about learning how to fly on a trapeze. We took a family vacation when my oldest daughter, Maddy, was still very young. The resort had a variety of family activities including the trapeze. It looked scary and fun at the same time! Climbing up that tall ladder and reaching out for the trapeze looked incredibly dangerous, followed by the exhilaration of flying through space. My daughter was reluctant to try, so I made a commitment to fly on the trapeze to show her it could be done and help her to make the same courageous leap someday. The climb up the ladder was nerve-wracking, even with a full safety harness on, then I jumped into space hanging from the trapeze. It was a big accomplishment to be courageous while getting on the trapeze and the joy of flying through the air was amazing! I still remember the breathless rush of being back on the ground and looking up at the top of the ladder with a smile of success. Although I’m proud to have flown o n the trapeze, courage was the most important part of the experience because it empowers you to keep going in the face of adversity.

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