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October 17, 2025 – Are you in your 40s and 50s and feeling stressed about retirement? Join the club – millions of others are feeling the same way. Many people in their 40s or 50s wake up to the realization that retirement isn’t as far away as it once seemed.
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Category: Checklists
June 6, 2021 — And aging in place checklist is critical to a long and happy retirement Whether you plan on staying in the home where you’ve always lived, buy a new retirement home, or you haven’t yet decided where you are going to retire, you have to make sure…
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Category: Checklists
July 10, 2018 — Think of your retirement as if it were a rocket poised for liftoff at Cape Canaveral. You, flight safety, are going through an elaborate countdown, ticking off countless items from exhaustive checklists. Only when everything is lined up properly is permission granted for your retirement launch!…
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Category: Checklists
Updated June, 2023 – Many important things in life rely on a three sided approach. Christianity has as the Holy Trinity the Father, the Son, and the Holy Spirit. A pyramid relies on 3 faces for stability. Less seriously, our brother likes to say that a good gumbo relies on…
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Category: Checklists
January 11, 2016 — It can be daunting to think about planning for retirement. There is so much to consider, where do you even start? But what if all you had to think about was boiled down to a 3 x 5 index card? That is what we have done…
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Category: Checklists
August 19, 2014 -- Whether you have decided to stay where you live now or maybe move out of state, you need to make a wise choice about where you retire. Part of that decision hinges on you being realistic, and demanding, about the requirements you need to make all the years of your retirement fulfilling - not just the first 10 years or so.
As we baby boomers age we are definitely moving the average
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Category: Checklists
June 3, 2014 -- Congratulations on your retirement, be it impending or already underway. You've worked hard to get to this point, and we hope you enjoy every well-deserved second. But before you get too carried away with your new-found freedom, we would like to bring to your attention some housekeeping items that need to be taken care of. These are in addition to, and in fact go off in a different direction from, the to-do items in Part 1 of this series: Now That You're 65: 10 Items You Need to Know. There is also a Part 3.
Peace of Mind and a Gift for Your Heirs
Today's To-Do list has to do more about taking steps to simplify the job for your heirs, once you pass on to Woodstock
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Category: Checklists
Updated July, 2023 -- Editor's note: This article was originally written in 2010, but has been updated many times. Don't miss the Member comments at the end - they are really terrific! There is also a helpful checklist you can print out at the end of the article.When falling leaves start to hit the ground in the Northeast and Midwest, snowbirds across those regions start to get itchy. Winter is coming, and their thoughts turn to their homes in warmer climes. Here is our “Leaving for the Winter Checklist”, suggested by Harry. (See our other helpful checklists here)
Mail. There are several ways to handle this important function, none of them perfect. The P.O. will hold your mail for a month. If you will be gone longer than that, you need to find a different solution. You can forward your mail and have it sent to your winter address (our experience with that has not always been perfect, with important mail being returned to sender, addressee unknown). USPS also has a premium forwarding service where you can do a temporary usps address update and they will forward your mail via Priority Mail at a reasonable cost. See USPS for your options. If you don't trust the Post Office the most
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