Roberta K. Taylor > Quotes

“—   We have talked about our timetable for retirement. — We make financial decisions together. —   We know that our roles may change as we go through transition. —   Having time together and time apart is important to both of us. —   Intimacy and affection are an important part of our relationship. —   We agree on our obligations and responsibilities to family. —   We have planned for future medical and healthcare needs. —   We talk about lifestyle and where we may want to live. —   Social and community connections are a satisfying part of our lives.”
― Roberta K. Taylor, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“Estate-Planning Checklist (for each of you) • Up-to-date will • Healthcare proxy • Power of attorney • Living will • HIPAA form •  List of what you are bequeathing • Legacy requests •  Where your important documents are kept • What assets you have • Where your accounts are located • Account numbers, PINs, and passwords •  Names of trusted people who know where your car keys, house keys, and safe deposit box keys are kept • Important names and contact information: ○ Attorney/financial adviser/CPA ○ Insurance broker ○ Healthcare providers ○ Estate attorney ○ Bank name and branch office location ○ Safe deposit box location and number”
― Roberta K. Taylor, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“Although Belinda and Clive continue to live under the same roof, their lives are separate and they rarely spend time together. They have agreed to a lifestyle where security is more important than love.”
― Roberta K. Taylor, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“—   We have shared values and know what’s important to each other. Where do you fall on the scale below? How many T’s do you have in common? Remember, this is meant to be a helpful tool for opening up communication. It’s not a measure of your relationship. Scoring 10   Give each other a big hug. You’re ready to write the “how-to” book for couples.”
― Roberta K. Taylor, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“Brainstorm suggestions that might help to resolve what is not working, and try them out one at a time. Remember that you are on the same team, with the goal of improving your communication and your relationship. Compromise is a great way to get unstuck and reach your goals together.”
― Roberta K. Taylor, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“life can bring changes that affect decision making.”
― Roberta K. Taylor, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together