Managing Money in Retirement

While it can feel intimidating to end a relationship, it’s critical to get the help you deserve. Plus, moving on to another chapter doesn’t necessarily mean that you dislike your advisor or that anybody is a bad person. Sometimes a financial…

Women are living longer than ever and are remaining vital into advanced old age. As a result, it is possible that we will outlive our significant others and our savings or will need to supplement our retirement income. Additionally, many of us who have aged…

As 2021 comes to an end, it’s an excellent time to review your finances for any tax moves that might benefit you. This time of year might be busy with seasonal events and other deadlines, but some opportunities come with an expiration date…

You may have heard the acronym K.I.S.S. which stands for Keep It Super Simple (or is it Keep It Simple Stupid?). Simplifying, decluttering, downsizing, uncomplicating (is that a word!?!) are all referring to great advice, in my opinion, to clarify the situation…

IRAs, or individual retirement accounts, are tax-deferred investment accounts. You can either fund them directly, assuming you otherwise qualify, or use them to rollover 401k/403b funds. For this reason, these accounts…

In October, National Estate Planning Awareness Month, I spoke with an estate planning attorney, Amanda Pyper Ruiz at Same Day Wills, who shared some great tips and things to think about when considering the will vs trust question…

When it comes to your finances and investments, sometimes it makes sense to keep things relatively uninteresting. That’s not to say you can’t pursue some entertainment and growth with a portion of your holdings. Still, it’s wise to consider the potential risks…

With a life settlement you sell your life insurance for cash that can be used and enjoyed while you’re alive. Most people misunderstand and misrepresent life settlements. By relying on incorrect information, you could hinder your ability to pursue…

You have spent years learning about how to “save” for retirement. Save first, spend later. Dollar Cost Averaging. Asset allocation and rebalancing. In the United States, you have put money into your IRA, or your employer…

We all know that men think differently, and this includes all areas of life. Including money. Here’s a real life example: Jack and Sarah went in to see their banker. Jack stated that he wanted the mortgage paid off in five years and asked…