Managing Money

Do you expect to be the beneficiary of an IRA or retirement plan? Maybe you are in the process of a review of your IRA or retirement plan beneficiaries and want to make good decisions based on current legislation. The rules changed with both the 2019 SECURE Act…

Retirement is the time when you can finally relax and enjoy life without the daily grind of a nine-to-five job. But what if you’re not ready to retire? What if you still want to bring in some extra income?

It would be nice if turning 60 meant more time to focus on home décor, dating, personal style, new and delicious recipes, investing opportunities, retirement, travel, or the latest makeup tips. But for many women, turning 60 means…

On top of the emotional roller coaster of a divorce, it can also be costly. According to Nolo, the average cost of a divorce is $10.6k, which can take a substantial amount of money out of your pocket. Don’t lose hope if you’ve recently…

What are the odds of getting hit by a bus? 1 in 495,000. Not happening to me, right? But what are the odds that you’re going to die someday? Exactly. I always say this topic is about WHEN not IF something happens and you are no longer…

As we age, our financial priorities and needs change. Once you reach the age of 60, it’s crucial to take a step back and evaluate your current financial situation to ensure that you’re on track for a comfortable retirement…

Just before the end of 2022, the SECURE 2.0 Act of 2022 was signed into law as part of the Consolidated Appropriations Act of 2023. One of the changes included in the Act delays the age for required minimum distributions from IRAs…

Aging isn’t easy. Wrinkles, grey hair, vision and hearing loss, and aches and pains pile up. But there are many perks of getting older, especially when finances are concerned…

Today’s economy has us all searching high and low for some extra streams of income, right? The latest stock market volatility and interest rate skyrocketing makes us feel like we are on a daily roller coaster ride that has no end in sight!

Increasingly, we see the 50+ generation turning their hand to running their own business. For some, it is because ageism has blocked their access to mainstream employment, but for the vast majority…