I Planned Our Retirement Alone
In this heartfelt article of Spending in Retirement, Dr. Chia-Li Chien, CFP®, shares her personal story of learning to invite her husband, TC, into the retirement planning conversation after 35 years of marriage.
Retirement Planning
My Husband’s Retirement Plan Is Just One Word
When Dr. Chia-Li Chien’s husband told their financial planner his retirement plan in just one word, everything changed. Discover how fishing became a lesson in purpose, readiness, and joy, and how you can practice your own dream before you retire.
Reimagining Retirement: Work, Wisdom, and Well-being
Retirement is often seen as the final chapter in one’s professional life, a time to relax and step back from the demands of a full-time career. But what if retirement could be more than just an end? What if it could be a new beginning, an opportunity to redefine what work and satisfaction mean to us?
Retire Smart, Not Broke: How to Avoid Overspending in Retirement
Smart retirement planning involves cutting unnecessary costs, conquering debt, living within means, preparing for healthcare expenses, investing wisely, creating an emergency fund, and considering downsizing. This strategic approach ensures a financially secure and enjoyable retirement.
Revolutionizing Retirement: A Holistic Approach to Financial Planning
Dr. Chia-Li Chien’s insights from the “Maximizing Retirement Success: Beyond Assets and Liabilities” session. It underscores the significance of adopting a holistic approach to retirement planning, moving beyond traditional asset accumulation. Dr. Jane emphasizes the potential of underutilized assets like home equity and human capital while advocating for the strategic use of reverse mortgages. The session provides financial planners with advanced techniques to optimize retirement outcomes, particularly for pre-retirees and retirees.