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Stan Corey is a retired Certified Financial Planner Professional, Chartered Financial Consultant, and Certified Private Wealth Advisor and has worked with many individuals, families, and small businesses for almost 40 years. He has published two books, The Divorce Dance and When Work Becomes Optional. His current project is a series of short stories for children about life on the water, called “Sailing Adventures of Mac Brown.”

Latest Posts By Stan Corey

3 months ago

Is a College Savings Plan the Perfect Gift for Grandkids?

As we enter the holiday season, we grandparents find ourselves wondering what to get the grandkids. This year, here is a suggestion that will have a lasting impact! Is leaving a legacy important to you? While we are…

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5 months ago

2 Divorce Questions Every Older Adult Should Ask… But, Few Do

Unfortunately, men and women rarely ask themselves two essential questions as they begin the divorce process or while negotiating the final settlement: Will the settlement allow me and my family to be financially secure now and in the future?

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1 year ago

Does Sex Grow Old as We Age?

I recently went with my wife to visit her mom who is in a memory care unit. It was late in the day, and they were getting the residents ready for dinner. Most are fairly mobile, some can easily manage on their own, while others have walkers and a few need…

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2 years ago

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

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…

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2 years ago

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

I have been dealing with the topic of the transition to retirement for the past 25 years. I have come to the conclusion that retirement is not about an age or an amount of money; it is about when work – earning an income – becomes optional!

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2 years ago

Navigating the Transition to Retirement in the 3 Most Emotional Categories

One of the most difficult and emotional times in our lives is making the transition to retirement. Sure, all of the ads make us think of freedom, buying a vineyard, going sailing or hitting the road in a Winnebago! The reality is that although some may be able…

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3 years ago

Understanding and Thriving in the Different Stages of Retirement

Working closely with my clients, sometimes over decades, has given me deep insight into how people react toward retirement, which is one of the biggest transitions you’ll experience in your lifetime. It is an emotionally-charged period characterized…

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3 years ago

My First 6 Months Post Retirement

This month marks the first six months since I “officially” retired. Here are a few takeaways from this period. The first months of retirement may feel similar to when a wedding is being planned. When the day finally arrives and then the honey moon is over…

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3 years ago

Divorce After 50: Making Smart Choices About Your Divorce Property Settlement

I have found that in many cases a divorcing couple becomes focused upon the division of assets without consideration to the cost of ownership and income tax issues, which can create a significant imbalance. Before you sign a Property Settlement Agreement…

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3 years ago

What to Do When Facing Financial Goobblygook

If you’ve ever interviewed a financial ‘adviser’ and asked the questions about financial planning, how they manage money, investment returns, and their fees during an initial introductory meeting, you very likely heard a lot of terminology…

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