Managing Money in Retirement

While we all have perspectives and beliefs and emotions tied up in our thoughts about money, bottom line (pun intended) is, money is just energy. It isn’t positive or negative, it isn’t good or bad, honorable or evil. It’s just energy…

Women in their 60s are increasingly questioning if it makes sense to continue working. For a variety of reasons, including an increased focus on what’s most important in life, work is sliding down the list of priorities. With the help from stock…

It is never advisable to use your retirement savings for anything other than its intended purpose, unless you have to. It is never a good idea to risk not being able to take care of yourself in retirement to save your credit score and pay off debts…

Normally, when you hear or say the phrase “to each his own” you are likely shrugging and recognizing that things can be different for different people. And it’s no big deal. But when it applies to your financial power of attorney document…

The 4% rule is a helpful guideline that retirees can use to determine how much money they should take out of their retirement accounts each year. Adopting the regulation is intended to preserve a consistent income stream while preserving…

Let’s talk about your name. You may love your name, or think it’s just okay, or wish you had a different name, and these days, you can legally change your name if you want. But that’s not really the name that we need to make sure…

It is 97 degrees out today, and a girlfriend and I are getting on the river. I am blessed to live in the Roaring Fork Valley of Colorado, with outdoor amenities at my fingertips…

For years I thought I had my finances and investments figured out. I had a financial advisor and felt well taken care of. I was grateful to have this smart man advise me and manage my investments for my retirement. Whilst we never socialized…

Have you tried a tongue twister in a while? Try saying “financial freebie frenzy” three times fast! I am referring to all of the great attention the topic of financial literacy gets every April, which has been happening every year since 2004 when…

Quarantine. Lockdown. Shelter in place. Social distancing. Covid-19. Who heard of these terms before, or even knew what they meant – let alone were intentionally living them every day – until 2020!? Hopefully, going forward, none of us will spend…