Exiting real estate: How sellable is your business?

Part 1 of this series looked at your mindset and whether you’re well prepared to leave the business. The next step is determining the value of your business and what you can do to enhance its value prior to your sale.   Continue reading

Exiting real estate: Is your business ready for you to leave?

Although it’s smart to have a retirement plan, it’s even smarter to have a transition or backup plan in case you have to leave the business earlier than you anticipated. Take the quiz to find out if you’re ready to exit when the time comes. Continue reading

Zombies, fraud and opportunity: All the mortgage stats you might’ve missed

JPMorgan Chase Institute’s default rates associated with people who do and don’t have savings, Attom’s Q2 numbers on median opportunity zone home prices, MagnifyMoney’s retirement stats — as the summer comes to an end, here’s a roundup of some recent m… Continue reading

Should You Move Near Your Grown Child When You Retire?

Dan and Alice Smith, both 64, have never shied away from change — that includes a change of address. When Dan was a marketing executive for an oil company in the 1970s, relocations came with the territory. After switching to the auto industry in the ea… Continue reading

Should You Move Near Your Grown Child When You Retire?

Dan and Alice Smith, both 64, have never shied away from change — that includes a change of address. When Dan was a marketing executive for an oil company in the 1970s, relocations came with the territory. After switching to the auto industry in the ea… Continue reading

Are You Ready for Daily Life With a Newly Retired Spouse?

Four years ago, I was excited about my husband’s imminent retirement. I envisioned him cleaning the basement, repainting the house and cooking dinner while I was at work. Now he’s retired, and I realize the odds are better that the whistling forest ani… Continue reading

Downshifting From a Life in Overdrive

Do you think that when we slow down, it’s because we’re aging or because the nature of retired life demands less of us? I ask because, as I near 64, I look with a mix of wonder and bewilderment at the politicians, judges and entertainers who are more t… Continue reading

Blue Zones, Part 2: How the World’s Oldest People in Asia and Europe Make Their Money Last

(In 2008, National Geographic writer Dan Buettner published his bestselling book, The Blue Zones: 9 Lessons for Living Longer From the People Who’ve Lived the Longest, about the five “longevity pockets” around the world. For this weekly series, Next Av… Continue reading