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Tag "Paul Zachary Shelton"

How a Fiduciary Can Better Prepare Pre-Retirees to Avoid that “What’s Missing” Feeling in Retirement

    How a Fiduciary Can Better Prepare Pre-Retirees to Avoid that “What’s Missing” Feeling in Retirement

Perhaps the usual focus on the fairy tale version of retirement has led to the problem of post-retirement disappointment. To counter this, pre-retirees are vowing to avoid the mistakes of their older brothers and sisters.

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3 Ways Retirees Adjust Their Lives Once They Discover Their Pre-Retirement Assumptions are Mistaken

    3 Ways Retirees Adjust Their Lives Once They Discover Their Pre-Retirement Assumptions are Mistaken

One way to overcome this lack of purpose is to treat retirement itself as a mission… purpose all comes down to two words: “Get Involved.”

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New Fiduciary Role: What Happens When the Retirement Honeymoon is Over?

    New Fiduciary Role: What Happens When the Retirement Honeymoon is Over?

The financial news media and the investment industry constantly bombards employees with reminders to save for environment. It’s probably the most recognized financial goal people have. Could it be, then, that society has built up such an aura around retirement that the anticipation exceeds the actual event?

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