Lifestyle

Taking Advantage of Innovation

Guess how the cruise industry started?

It actually took off as a result of the mass adoption of commercial jet flights during the sixties. (1)

Jets made it easier to travel faster than ever before. That sounded the death knell for lots of ocean liners.

But not all of them.

One company, Cunard, did something new. They added luxury and recreation to ocean travel, and the cruise industry was born. Today, it generates about $30 billion a year.

And that’s not the only time innovation created a new golden opportunity.

Choosing Your Best Retirement Place

How many times will you move in retirement?

Will — or did — you move right after retiring?

And, maybe most importantly, why do you think you’d need to move in retirement?

Those can be very personal questions that tend to relate to financial matters. And the answers can start to reveal whether and when it makes sense (and cents) to move in retirement.

Believe it or not, living your best life as a retiree has a lot to do with where you live. And choosing the best spot to call home in retirement is a complex decision.

But it doesn’t have to be a brain buster if you know what to consider and how to make a smarter choice.

That’s the focus of this month’s Visual Insights Newsletter.

Financial Clutter? Spring is Here!

Where do you keep your most important financial records and documents? Do you know exactly where everything is?

Those may sound like silly or simple questions, but the reality is it can be challenging for any of us to keep track of everything in our financial lives.

And it can be really easy for clutter to build up — especially if we’re ignoring it.