Retirement Planning

Impact of COVID-19 On Your Retirement

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Are you a year or two away from retirement and worried about the impact the current pandemic may have on your plans?

Financial stress is real for a lot of people right now, in a lot of different ways. If you are facing the necessity of revising your timeline on retirement plans, how are you coping with this emotionally?

As a Results Certified Coach who specializes in the transition to retirement, I have the tools to support you as you navigate the emotional impact of these changes to your plans. Please reach out by sending me an email at marielle@redworkscoaching.com.

Succession Planning for Your Business

The COVID-19 outbreak has shown the importance of having a succession plan in place that accounts for unforeseen events. If your business does not already have one in place, there is no better time to do so than now!

Many small businesses are dependent on the owner, which means being capable of retirement or a career transition requires strategic forethought and action built into the structure of an organization. Having a strategy for developing people who can move up when key employees leave is critical to the long term success of a business.

Estate Planning: The Health Care Directive

In my three-part Estate Planning series with lawyer, Elizabeth Williamson of Williamson Law, we cover the Last Will and Testament, Power of Attorney and the Health Care Directive.

In this video, Elizabeth explains the purpose of a Health Care Directive (also known as a Living Will) and what to consider when preparing one.

Lawyer, Elizabeth Williamson, explains the purpose of a Health Care Directive (also known as a Living Will) and what to consider when preparing one.

Estate Planning: Power of Attorney

In my three-part Estate Planning series with lawyer, Elizabeth Williamson of Williamson Law, we cover the Last Will and Testament, Power of Attorney and the Health Care Directive.

In this video, Elizabeth explains what is a Power of Attorney; what they can and cannot do, and whether or not everyone needs one.

Lawyer, Elizabeth Williamson, explains what is a Power of Attorney.

Estate Planning: Your Last Will and Testament

In my three-part Estate Planning series with lawyer, Elizabeth Williamson of Williamson Law, we cover the Last Will and Testament, Power of Attorney and the Health Care Directive.

In this video, Elizabeth focuses on the Will, a very important document required as part of your Estate Planning. Do you have one? If you do have a will how current is it? Does it need some updating?

She explains the importance of having a Will, what we need to create a Will, and different scenarios that could impact your last wishes.

Lawyer, Elizabeth Williamson, explains the importance of having a will, what we need to create a will, and different scenarios that could impact your last wishes.

Support your retiring employees

Support your retiring employees

Do you have employees nearing retirement?

Fears related to change and feelings of uncertainty about the future can make the anticipation of retirement stressful.

As a strategic advisor specializing in life-transitions, with a focus on retirement, I work with individuals to create a purpose-driven retirement lifestyle plan. My clients see positive transformation in their lives as a result of the work.

Free Masterclass - 10 Most Common Fears About Retirement

Are you excited for retirement but have a few fears and concerns? Many people think that retirement is just about getting ready financially. Although many pre-retirees are concerned about their finances, money isn’t the only thing on their minds.

Whether it’s missing the comfort of a schedule, dealing with the loss of work relationships or losing a sense of purpose, it’s common for people approaching retirement to experience a wide range of worries.

Psychological and emotional factors (aka the non-financial stuff) plays a BIG role in a successful retirement. In fact, research has shown that almost half of people entering retirement struggle with the transition into their post-career life.

But it’s not all doom and gloom! You can decrease your concerns and apprehension about retirement by preparing yourself psychologically.

Start by signing up for my free masterclass - 10 Most Common Fears About Retirement - where you’ll learn about these common fears and get tips on how to overcome them.

I want you to be excited about your retirement. Together, let’s start planning for yours!

Are you excited for retirement but have a few fears and concerns? Many people think that retirement is just about getting ready financially. Although many pr...

How to Cope with Identity Crisis in Retirement

If your career has become something that you identify with very strongly, then you may face the very real challenge of identity-crisis in retirement.

You may have built up, over the years, a position of power and respect in your vocation or place of work - perhaps you even received public attention for your achievements. If so, moving into retirement may feel like a big letting go of something that defines you. These are big feelings that are valid and important to talk about.

Five perks of downsizing in retirement

Five perks of downsizing in retirement

There’s no right or wrong answer when it comes to whether or not to downsize to a smaller home in retirement. Each person’s situation is unique, and each person must weigh the pros and cons of their own situation. 🏡

If you have concluded that selling the big family home and downsizing is the right path for you, then here are some perks you can look forward to!

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