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Finding Meaning in Retirement

Recently, I sat down with Veronica Dagher of the Wall Street Journal (WSJ) to discuss issues that we will all face in retirement. Here are a few ways folks can prepare for some of the non-financial aspects of retirement.   I have attached the 3 minute video. Click on the title below: Finding Meaning in […]

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Retirement Paradise

Common Misconceptions about Retirement

Baby boomers who are currently in their 50’s and 60’s are beginning to view retirement differently than the previous generations and are redefining what it means to retire.  Which is a good thing as the old model for retirement no longer fits the new reality. In fact, many boomers will consider retirement as a new […]

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saving and retirement

An Unexpected Retirement

Life is a journey and generally most things in life tend to progress as expected. Each transition is eagerly anticipated and the road has been somewhat paved for you. You graduate high school and eagerly wait to enter college. You graduate college and eagerly (or reluctantly) begin your first job. You fall in love. You […]

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Daydreamer

Are you Psychologically Prepared for Retirement?

You have done all the planning and your retirement is all accounted for financially. But have you taken the time to plan for how the changes will effect you psychologically when you transition into retirement? Most major life-changing events involve an ongoing process of emotional adjustment, and retirement is no exception. Retirees must face, what is essentially, […]

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Countess Maria Zichy, painter, 1893-1962, standing beside portrait of Benjamin Franklin

Enjoy the Benefits of Financial Planning: Live Younger Next Year

You need to plan for a 3+ decade retirement.  This generally comes as a surprise to most people the first time they hear it, but modern medicine continues to extend people’s lives well beyond what their parents experienced.   As a reminder, the average non-smoking man and woman retiring at the U.S. average retirement age of […]

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Crimmins Wealth Management is having a lunch seminar. Discussing benefits of working with a fee-only financial advisor.

Clarifying Your Retirement Presentation

At Crimmins Wealth Management, we use this blog as an opportunity to promote and educate people on various financial topics and concerns as well as highlight our own services as a fee-only financial advisor.  It has also allowed us to share our personal story on why we do what we do and how you can […]

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Bag with dollar bills and the words Retirement on bag

Individual Retirement Accounts- Simplified

I thought it would be helpful to define what an Individual Retirement Account (IRA) is and the different types of IRAs that are available (in the most simplified way). What is an IRA (Individual Retirement Account)? Individual Retirement Accounts, or IRAs, are basically savings plans aimed for retirement with a number of restrictions. The main […]

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Entering Flagstaff, Arizona

The Best Places to Retire

The other night Dan and I went out to dinner with our closest college friends, Ken and Kathy, and the subject of retirement came up.  Ken blurted out that he wants to retire and move to Arizona, much to his wife Kathy’s surprise.  The conversation had never been discussed and Kathy had never considered moving […]

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Photo of Yogi Berra in his Yankee uniform

3 Essential Questions for Retirement Income Planning

What does it mean when we state that we are retirement income planners? For us it’s ensuring that all of our clients can answer the following question.  Are you going to outlive your money or is your money going to outlive you?  If the answer to that question is that you are not sure (which […]

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Goal!

Score a Goal

We have been blessed with three beautiful, strong and unique daughters.  As a parent, I have tried to encourage them to find the things that bring them joy. And each daughter has excelled in different activities throughout their childhood.  My youngest daughter Elizabeth has loved the game of soccer since she was four years old. […]

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