When someone retires they can enter a celebratory freefall: sleeping in, tossing the calendar, traveling and more. But here’s the catch: the Honeymoon Phase, as it’s often called, can mask a deeper reality that hasn't been reckoned with yet. And when the...

For many, retirement planning starts in a financial advisor’s office and building a strong financial foundation. Others begin with a more personal question: Who will I be without my work? or What do I actually want from this chapter? Both explorations matter...

We often imagine that retirement will deliver the balance we’ve been craving with more time, fewer obligations, and the freedom to finally do the things we love. But the truth? Balance doesn’t just appear when…

It used to be easy. We had neighbors, classmates, teammates and connection baked into life. Later, our careers did the work: hallway chats, shared goals, people we’d see daily. But as we move into and through retirement, many of those…

In working with clients navigating the shift into retirement, two themes consistently rise to the surface: purpose and possibility. These aren’t abstract ideals, they’re the bedrock. Two essential forces that help shift retirement from…

In most careers, we’re rewarded for being strategic, composed, and efficient. Feelings? Often viewed as distractions.But in retirement, that script no longer serves. In fact, it can keep us from finding the clarity and ownership this chapter invites…