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About Stan Corey

Stan Corey is a CFP, ChFC and CPWA providing financial life management for more than 36 years. Stan has published a novel, The Divorce Dance, which is a story about a divorcing couple whereby the wife, Natalie, guides the reader though the divorce process and how to have a respectful divorce. Please visit his website http://www.divorcedance.com
Latest Posts | By Stan Corey
My Top Tips on Making Withdrawals from Your Retirement Distribution Sources
1 month ago

My Top Tips on Making Withdrawals from Your Retirement Distribution Sources

This is by far one of the most challenging financial areas to consider during your retirement transition phase. Read More

The Retirement Expectations Exercise That You Need to Take with Your Partner
3 months ago

The Retirement Expectations Exercise That You Need to Take with Your Partner

By  •  Lifestyle

One easy step to avoid disappointment in your retirement expectations is to complete a simple but effective exercise I developed. All you need is a pen and paper. Answer the following questions, and if you have a significant other, have them also create his or her own responses: Read More

When Retirement Becomes Less About Money and More About Emotional Wealth
3 months ago

When Retirement Becomes Less About Money and More About Emotional Wealth

By  •  Lifestyle

In 1964, Bob Dylan wrote the song, “The Times They Are a-Changin’.” As he sang those famous words, I wonder if he had any idea how much they would come to represent an entire generation of Americans. Read More

Turning 65 This Year? What You Need to Know About Registering for Your Medicare Card
4 months ago

Turning 65 This Year? What You Need to Know About Registering for Your Medicare Card

Are you turning age 65 in 2018? Do you know how to go about registering to obtain your Medicare card? Read More

7 Questions to Ask Yourself When Deciding Which Medicare Plan Is Best for You
5 months ago

7 Questions to Ask Yourself When Deciding Which Medicare Plan Is Best for You

It is very important to understand exactly what Medicare benefits are, so you can be prepared to pay the deductible and any co-payments, plus the uncovered services. Read More

8 Ways That the New US Tax Law Might Affect Your Retirement
5 months ago

8 Ways That the New US Tax Law Might Affect Your Retirement

By  •  Lifestyle

The Tax Cuts and Jobs Act was approved and is now the new law of the land.

While the majority of the media has covered the proposals for the changes as being a boon for the wealthy, they have missed discussing how the new tax laws affect most retirees. Read More

Transitioning into Retirement? Do These 5 Things First!
6 months ago

Transitioning into Retirement? Do These 5 Things First!

By  •  Lifestyle

Transitioning to retirement isn’t a simple process. Let’s talk about a few of the things that you can do to make this time of your life easier. Read More

Marriage Advice for Family Members: 12 Questions to Ask Before Saying “I Do”
10 months ago

Marriage Advice for Family Members: 12 Questions to Ask Before Saying “I Do”

By  •  Family

When a couple decides to get married, they are often lost in the moment and preparation for the “big event.” We have all heard about the let down when the honeymoon is over and reality sinks in. Read More

Understanding and Thriving in the Different Stages of Retirement
1 year ago

Understanding and Thriving in the Different Stages of Retirement

By  •  Lifestyle

For nearly 40 years, I’ve been providing financial guidance and advisory services to individuals, couples, multi-generational families and small businesses. Read More

9 Ways to Reduce Anxiety and Fear About the Transition to Retirement
1 year ago

9 Ways to Reduce Anxiety and Fear About the Transition to Retirement

By  •  Lifestyle

I have been dealing with the topic of the transition to retirement for the past 25 years. During this time, I’ve worked with clients considering retirement at many different times in their lives. Some have retired at the “normal” retirement age of 65 while others have retired by age 50 or deferred to age 75 and even 80. Read More

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