1 week ago
Do You Look at Retirement as the Right Time to Engage and Unleash Your Daemon? Maybe You Should!
In David Brooks’ The Second Mountain – A Quest for a Moral Life, he writes about the daemon. What Is the DAEMON? “A daemon is a calling, an obsession, a source of lasting and sometimes manic energy…
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3 weeks ago
9 Rights You Have When Seeking Financial Advice in Retirement
The need for financial literacy does not end when you cross over the “retirement” line. In fact, it becomes imperative that you look at income planning as the foundation of building the life you want past that point. Read More
2 months ago
Financial Umbilical Cord or Lifeline? 7 Discernment Tips for Assisting Adult Children
We are a blended family with four children. It was far from easy to deal with financial decisions as they grew up. Now ensconced in their adult lives, it continues to be challenging to discern…
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2 months ago
8 Ways to Declare Your Financial Freedom When the Clock Strikes 55
Ladies, as we celebrated the freedoms of our nation on July 4, I encourage you to look at how to create financial freedom in your life. Money is a tool to be used creatively and constructively to build families and communities…
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3 months ago
4 Retirement Benefits of the New SECURE Act – The Rules – They Are A-Changin’!
There are things brewing in Washington, DC, that may nicely “season your pot” of financial assets available for your fall season of life. The House of Representatives recently passed the SECURE…
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4 months ago
Do You Know How to Handle the Space Before Death? 3 Priceless Lessons I Learned from My Aunty Kay
May 20th marked the fourth anniversary of my Aunt Kay’s passing. Even though she’s not with us, her memory lives on in my life in a multitude of ways. She taught me how to live life to the fullest…
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4 months ago
Social Security Secrets That You Need to Know
In 2017, there were about 11.64 million widows and about 3.28 widowers in the United States. For everyone, social security is part of your retirement paycheck, and you want to make sure you are maximizing the amount you receive. Read More
5 months ago
How a Baby Granddaughter Can Be the Motivator for Financial Creativity
Last September, we welcomed Zaylee Jean into the world – our first grandchild. She is, of course, perfect in every way. As many of you can relate – it rocks your world in a whole new way…
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5 months ago
Let’s Plant a Money Tree! 5 Steps to Make Your Finances Bloom This Spring
Spring is in the air. I am getting ready to start my outdoor gardening, and I know there is a lot of work to do before I will harvest the bounty. As I do this, I can’t help but feel that the same is true with our monetary lives. Read More
6 months ago
How Rebalancing Your “Life Portfolio” Can Help You to Achieve Financial Success After 60
There is no part of life that can be experienced in a vacuum. Each decision you make impacts other areas of your life. I know, for instance, that if I have a glass of wine, it will trigger a migraine, and I will be wiped out for three days which impacts my ability to exercise, play, and carry on relationships. Read More
