Managing Money

My website had been down for about 24 hours, and I didn’t have a web developer and was trying to do it all on my own. After a day of beating my head against this particular wall, I reached out to a therapist friend who recommended her web…

With today’s complex tax rules, taxes in retirement can be a nightmare. Retirement accounts come with many tax traps that even the most careful investors may fail to see. Therefore, it shouldn’t be a shock that some retirees might be paying more taxes…

Is life insurance over 60 really necessary? This is a more difficult question than it sounds. After all, many women have had life insurance for most of their lives. When we are younger, we see it as a necessary measure to protect…

I’m working with two business owners who are at different points on their exit journey. Owner #1 just completed her business exit readiness review and wants to sell her business in about three years. She is in the “fix up” phase. Owner #2 is selling…

One of my biggest lessons learned in the work world, when I first started working in finance, was that just because you did everything right, the next person or department responsible for finishing the task may not be as diligent. I remember saying out loud…

Your husband may be out of the picture, but his Social Security could still be a part of your life. Whether you’re widowed or divorced, U.S. law may allow you to collect benefits based upon your former spouse’s work history. Here’s an overview of who’s eligible and how much money you could get…

While planning for retirement, you may be running into the issue of wondering how to afford the retirement lifestyle of your dreams. An asset you may no longer need can provide you additional cash to solve that, your life insurance. Selling your life insurance policy to a licensed provider is known as a Life Settlement.

When you exit your current business, you’ll have choices about what to do next. It may be too early for you to think about this because you’re knee deep in your current business but think about it for a minute. When you’re done with this business…

Whether you want to consolidate debts or take out a personal loan to ensure your vacation is amazing, let’s talk about the key features you might consider when looking for a personal loan. First, check if the loan provider you’re considering is legitimate…

Are you retired or is retirement within sight? Congratulations! Now you can do all those things you have dreamed of doing in your leisure years – travel, spend time with family, volunteer, play more golf or pickleball, or try something new…