Baby Boomers have redefined the culture since the early 1960s, and so it shouldn’t come as a surprise that they are redefining retirement. One of the ways they are doing this is through university-based retirement. In other words, Boomers are headed where educational and cultural opportunities abound—college towns.
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Is it smart to make energy stocks a part of a retiree’s income plan when the demand for oil is low, the end of the fossil fuel era many be nearing, and a new generation of ESG-oriented investors and portfolio managers avoid them?
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Climate change has the potential to affect nearly every aspect of a client’s retirement experience.
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In light of the many ways that retirement finances can get untracked by unforeseen events, it may be appropriate for advisors to have a discussion with clients about creating a “Black Swan” bucket to fund the truly unexpected.
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Volunteering in retirement can help individuals face the emotional hurdles that come with transitioning to a new stage of life.
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