1 Post · 8 Articles
What's going on?

7 months ago

Some election clarity

Jim Murray ·

2 years ago

Preparing a retirement budget

Royce Shook · If you are thinking about retirement, it is important to think about preparing a budget. Many of us understand or should understand how much income we will get when we make the decision to retire. If not, there are many tools to help you determine that amount. However, many of us ...

2 years ago

Questions, more questions and finally more questions, and no answers...

Royce Shook · It’s Time to Change How We Talk about ‘Retirement starting with the word Itself. It’s been said going down a mountain is twice as perilous as going up it, and we find the same to be true for retirement planning. For the bulk of someone’s working career, it’s straightforward as pe ...

2 years ago

Here are some things that surprised me when I retired 1

Royce Shook · I made retirement work and found I was happy! · I was a workaholic, some called me a type A personality and I thought I needed work to be happy, I was wrong. The good news is that we generally get happier in retirement so I was not alone! After the stress of building careers and ...

3 years ago

What do I need to consider when retiring?

Royce Shook · There are three phases of retirement and I have discussed them but here are a few things you’ll have to pay attention to as you move to and through your stages of retirement: · Life expectancy. · The average life expectancy for those reaching age 65 in Canada is increasing and ...

4 years ago

The United States of Aging Survey National Findings 1

Royce Shook · Financial Security · While many American seniors are on good financial ground today, they have mixed feelings about their future prospects. · The majority of older Americans (64 percent) report that it is very or somewhat easy to pay their monthly living expenses now, but almost ...

4 years ago

Questions for end of life planning 2

Royce Shook · Do your children know who your professional team is? · As you prepare the legal documents you will be choosing people that you trust and who know you, in some cases, this person may be an adult child. The children should know if you have called in other professionals who can hel ...

4 years ago

Strategies to save money

Royce Shook · Retirement means you are living on a fixed income, yet it is a time in life we imagine we will embark on many adventures. We dream of the freedom to set our own schedule, travel, and pursue hobbies and passions. Retirement may mean finding ways to save money and stretch every dol ...

4 years ago

Frauds and Scams 2

Royce Shook · Scams are repeated because they work. The ones that work are often driven by financial life moments such as taxes, holiday shopping, and utility scams. Identity thieves and scammers often try new twists on old scams that worked in the past. So far this year, a number of different ...

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