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The Retirement Wisdom Blog

Upgrade Your New Year’s Resolutions – 6 Helpful Tools
by Joe Casey Are New Year’s Resolutions passe’? The eye test says Yes. You see the crowd of new people at the gym on January 2nd, only to see them fade away by Valentine’s Day. Data also backs this up. One survey showed that “only 16.3% of people over the age of 50 achieve their […]

Looking for a Better Retirement Gift in 2020?
by Joe Casey The best retirement gifts aren’t the most obvious ones. Thinking about the special gifts you’ve personally received over the years just might lead you to find the best retirement gift ever. One of the greatest gifts I ever received came from my mother. My grandfather was the Fire Chief in my hometown […]

Are You Staying Ahead of the Fraudsters?
By Joe Casey Are you or your loved ones vulnerable to fraud? It’s worth thinking about. A study by Annamaria Lusardi at George Washington University and her colleagues found that “nearly one-third of respondents reported that someone had used or attempted to use their financial accounts in the past five years.” (1) It takes a lot […]

Are You Heading for a Busy Retirement?
by Joe Casey Finding balance is challenging in your working life. When you transition to retirement, how you structure your days in retirement can be a key factor in how satisfied you are. Remember when you were a kid? A frequent question from adults was “What do you want to be when you grow up?” […]