Retirement Wellness Reports

Explore our Retirement Wellness Report series for thoughtful insights that go beyond finances, helping you prepare for the emotional, social, and practical aspects of retirement life.

Retirement Wellness Reports

Explore our Retirement Wellness Report series for thoughtful insights that go beyond finances, helping you prepare for the emotional, social, and practical aspects of retirement life.

My Views
by Jeff Bingham

My Views shares Jeff Bingham’s personal perspectives on market trends, financial planning, and the values that guide B&H Wealth Strategies. These reflections are meant to inform, inspire, and keep clients connected to what matters most.

Key Financial
Data Cards

Stay informed with our Key Financial Data Cards, offering a concise summary of essential tax figures, retirement plan limits, Social Security benchmarks, and more. These quick-reference guides help you make smart financial decisions year-round.

Retirement Wellness Report (4-18-19)

This issue challenges traditional retirement planning by exploring how following someone else's roadmap can leave you unfulfilled. It emphasizes the need for a balanced approach to both finances and personal well-being.

Retirement Wellness Report (12-28-18)

Looks at why "failing" at retirement is often a positive, examining why many choose to return to work and how modern retirement is evolving. Includes cybersecurity tips for retirees.

Retirement Wellness Report (8-2-18)

Identifies seven key reasons retirees become unhappy and offers practical advice on how to steer clear of common emotional and social pitfalls in retirement.

Retirement Wellness Report (11-6-17)

Encourages readers to assess whether they’re mentally, socially, and emotionally ready for retirement, not just financially. Offers insights on preparing for the emotional transition.

Retirement Wellness Report (7-28-17)

Highlights the emotional struggles retirees may face when leaving behind a long career, and how to replace the sense of purpose work provided.

Retirement Wellness Report (5-5-17)

Explores the personal narrative we create about retirement and how shaping that story can influence the fulfillment we experience in post-career life.