Rethinking Retirement  

What's Your Second Act?

Retirement is no longer a single financial event - it's a lifestyle transition that impacts all areas of our lives.  Not surprisingly, studies show that one in three new retirees struggle with that transition. is designed to help you with both the financial planning and lifestyle aspects of planning for "what's next" in your life.  


How We Can Help

Inside our website, you'll find tools, calculators and all kinds of information that will help you with both the financial planning and the life planning of figuring out what you want to do as part of your "second act." 

To start, check out our proprietary Life Planning Profile to help you figure out exactly what you want to do with the next stage of your life.  You can also download our  financial calculator to help you plan for how you'll really live and spend in both retirement, and pretirement.


Popular Articles

What is Pretirement?

Pretirement is the term being used to describe a new phase of life that fits between career and retirement. Traditionally our lives have been divided into three stages - education, career and retirement. But with longer life expectancies, generally better health and the economic need to continue to earn an income, the line between career and retirement is blurring. Emerging from that blur is an entirely new life stage called pretirement.

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What is a "Safe" Withdrawal Rate?

One of the most important questions any of us must decide as we prepare for retirement is, "How much can I withdraw from my retirement savings accounts without depleting the balances and risk running out of money?" Whether you're already retired, in the final stages of preparing to retire, or a decade or more away, understanding how much income your accumulated investment assets can generate is critical to your long-term planning.

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What is it You Want To Do?

We all have dreams. We all have things we've thought about doing all our lives. Whether they be grand adventures or simple pleasures, tell us what they are. Experts say the first step in achieving a goal is writing it down. Maybe we can hook you up with others who share your interests and help make those dreams come true!   So come on! Dream big! Select from the list below or tell us your own. Create your own Top Ten Life List of things you want to do!

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Where to Invest Now

Human Capital vs. Financial Capital

It’s been said the financial markets don’t like uncertainty. But one thing that is certain is that with the market declines of the past decade or so many people have seen their planned retirement dates pushed further and further into the future...

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