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Life Planning Network

The coaching process has been a fun and deliberate means of exploring and ultimately creating the retirement future I choose.

— Terri S., San Jose, CA

Articles

The more you know about your options for the next phase of your life, the better chance you’ll make decisions you’re pleased with. Enjoy these articles, and check back often to see more, or request our free newsletter (see left) to get notices as articles are posted.

My special training as a Certified Retirement Coach enables me to provide you beneficial counseling and direction regarding one of the most significant changes in your life!  If you’re thinking about what that might look like, contact me today by phone or email.

Older Adults and Pets: A Match Made in Heaven

July 2017 — Pets, especially dogs, are an ideal way for older adults to stay active and social. Pets provide unconditional love and help us avoid isolation Find out more...

Co-housing Golden Girls Style

June 2013 — Are you living alone now? Are you concerned about living alone as you grow older? You are not alone. Read on. Find out more...

Revisiting Maslow

June 2013 — The retirement transition drama is a wonderful display of Maslow's Hierarchy of Needs. This time-tested theory about why people behave the way they do is beautifully played out as people look for ways to stay engaged and remain vital in their post-50 years. Find out more...

Solo Aging meets the Golden Girls

May 2013 — The "Golden Girl" model may be the answer for single women who don't want to age alone. Find out more...

The Clutter Crisis

May 2013 — Why do baby boomers collect so much stuff? We are not depression-era babies. What need are we filling? Find out more...

Be Green…Recycle Yourself!

April 2013 — This is Earth Week. I see bicycles everywhere and people making an extra effort to be consciously green. When I thought about areas where I could be greener or add to the intel about recycling, I realized that as a retirement transition and life planning expert for baby boomers, I could effect a different slant on recycling: PEOPLE. Find out more...

Fifty Plus; Minus Kids

April 2011 — Almost twenty percent of baby boomers have no children. How does that change the planning process for retirement and aging? Find out more...

Get the Facts: The EBRI Studies

February 2011 — If you are interested in what others are currently thinking and doing about retirement, there is no better resource to turn to than EBRI. For the past 20 years, the Employee Benefits Research Institute (EBRI) has been conducting a survey of retirement confidence. Find out more...

Are You Ready for the 21st Century Job Market?

February 2011 — Not only do we need to keep up with the technological advances that are washing over us – in every area of our lives – but that our failure to do so would render us obsolete in our respective fields of work…no matter the field. Find out more...

Retirement: The Old versus the New

January 2011 — The whole idea of “retirement” is pretty darn new! Geologically speaking, about two seconds ago people only lived an average of 48 years. Yes, the world has always had elders – people in their 70s, 80s, and even some in their 90s, but historically they were a tiny minority of the population, and up until the industrial revolution, if you made it into those age brackets, you lived on a farm in a rural community, and you continued to clean the hen house or plow the field or till the kitchen garden until you died. Find out more...

What is Happiness?

January 2011 — From the time we were first able to understand the word, we have all been in pursuit of as much happiness as we can find. Happiness is an elusive study target. It’s been hard to define, and even harder to measure. But in recent years, social scientists have produced some compelling findings. Find out more...

What to Expect from Social Security

October 2010 — Every year the Social Security Administration (SSA) sends you a personalized statement. Don’t toss it! Find out more...

Long-term Planning in Time Segments

September 2010 — Planning for a lifestye change or full retirement? Here are key issues you'll be confronted with. Find out more...

Insurance for Long Term Care – Do I Need it?

August 2010 — You’re hearing a lot about it these days – Long Term Care Insurance (LTC). You may be puzzled about how it differs from Medicare or what your private medical insurance carrier will cover. Find out more...

Helping Employees DIS-engage

July 2010 — Many employers are trying to help their highly paid 50- and 60-something employees to transition into retirement. But the packages they offer are missing one key ingredient. Find out more...