Today I'm going to share some final thoughts from The Wall Street Journal Complete Retirement Guidebook. In case you missed the first three posts in this series, check out Basics of Retirement Planning, Working or Volunteering in the New Retirement, and Moving to a New Location in Retirement. This post will address the book's suggestions on what steps to take (and when) … [Read more...]
Life in The Villages, Florida: February 2023 Update
Well, it’s that time again – when I give you an update on how life is going in retirement and, more specifically, in our move to The Villages, Florida. In case you missed my last update, you’ll want to review Life in The Villages, Florida: Purchase, Arrival, and Getting Settled before reading this post as it will contain background information you’ll need to know to ensure … [Read more...]
Retirement Interview 41
Here’s our latest interview with a retiree as we seek to learn from those who have actually taken the retirement plunge. If you’d like to be considered for an interview, drop me a note and we can chat about specifics. This interview was conducted in August. My questions are in bold italics and their responses follow in black. Let's get started... GENERAL … [Read more...]
The Four Retirement Groups
Today we're going to finish our discussion on an Edward D. Jones, Age Wave, and The Harris Poll new study covering habits and opinions of older Americans, their lifestyles, what they think about retirement, and so on. So far there have been three posts in this series and you can read those if you missed them or want a refresher. They are: Longevity and the New Journey … [Read more...]
10 Ways to Invest in Real Estate for Retirement
As you probably know, I have been a real estate investor for just about a decade. I bought my places in Grand Rapids, Michigan in 2012-13. Doing so was the combination of the right time to buy (there was still blood in the water from the financial and real estate meltdown) along with a great market (very affordable.) When I tell people today that I bought 14 doors (3 … [Read more...]
Where to Get Information on The Villages, Florida
People often ask me where we got our information/did our research on The Villages (TV) before we moved down here. Unfortunately, there’s not one single source (or even a few) that will contain anything close to everything someone will want to know about such a broad topic. However, we’re fairly good at research and are interested in the topic, so we tried many options … [Read more...]
Life in The Villages, Florida: Purchase, Arrival, and Getting Settled
As most of you know, we recently moved to The Villages, Florida (or at least we’re down here – we still have a Colorado home – so whether or not we’ve moved yet could be up for discussion. Maybe we’re “still moving.” Hahaha.) That said, I wanted to give an update on where we are to date – from the time we started thinking about coming here to where we are now, as I write … [Read more...]
The Four Stages of Retirement
Today we're going to continue our discussion on a Edward D. Jones, Age Wave, and The Harris Poll new study covering habits and opinions of older Americans, their lifestyles, what they think about retirement, and so on. It's been awhile since we discussed this report, so in case you missed or don't remember the first two posts in this series and want to catch up, go back and … [Read more...]
Retirement Interview 40
Here’s our latest interview with a retiree as we seek to learn from those who have actually taken the retirement plunge. If you’d like to be considered for an interview, drop me a note and we can chat about specifics. This interview was conducted in August. My questions are in bold italics and their responses follow in black. Let's get started... GENERAL … [Read more...]
The Best Post-Retirement Decisions I Have Made, Part 2
Today we'll continue my list of the best post-retirement decisions I've made. In case you missed it, you can read part one of this series in The Best Post-Retirement Decisions I Have Made. So without further ado, let's get into the details... Sold Real Estate and Got into Syndications One of my tasks post-retirement has been to decrease what I call the "hassle factors" … [Read more...]
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