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About Stan Corey

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
Enjoying an Employer Sponsored Retiree Health Plan? Well, That May Be About to Change!
4 weeks ago

Enjoying an Employer Sponsored Retiree Health Plan? Well, That May Be About to Change!

If you are currently covered under your employer retirement health insurance plan (other than government), you might be in for a big surprise! The health insurance market continues to evolve, and as more retired…
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My First 6 Months Post Retirement
4 months ago

My First 6 Months Post Retirement

By  •  Lifestyle

This month marks the first six months since I “officially” retired. Here are a few takeaways from this period. Read More

Buy, Sell, or Hold When the World Is in a Crisis?
6 months ago

Buy, Sell, or Hold When the World Is in a Crisis?

This seems to be the question of the day from most anyone who has an investment portfolio and has watched it cave during the past month. Here are five thoughts and ideas to consider for managing…
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What Happens If You Die Before Your Elderly Parents?
7 months ago

What Happens If You Die Before Your Elderly Parents?

By  •  Mindset

Many Baby Boomers have parents living into their 80s and 90s, and often these elderly individuals are in need of support from family as they have limited resources…
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My First New Year in Retirement: 5 Ways to Deal with Financial Anxiety
9 months ago

My First New Year in Retirement: 5 Ways to Deal with Financial Anxiety

For most of my adult working life as a self-employed person, the end of the year meant pushing hard to try and beat the prior year revenue. This was always a challenge and often met with high anxiety as we entered the ‘holiday season’ from Thanksgiving to New Year’s Eve. Read More

Attention Women Over 60! Don’t Ignore These 5 Silent Signs of a Heart Attack
11 months ago

Attention Women Over 60! Don’t Ignore These 5 Silent Signs of a Heart Attack

On a beautiful fall morning in late October 2002, I was planting Iris bulbs along the waterfront of our home in the Northern Neck of VA. I felt a bit more tired than I thought was reasonable and noted that I was sweating more than normal, so I sat down and lit up a cigarette. Read More

Older Adults and Hospital Stays: What We Need to Do for a Better Recovery
1 year ago

Older Adults and Hospital Stays: What We Need to Do for a Better Recovery

One of the most challenging issues we face as we age is recovering from various illnesses and surgeries. It seems that we tend to ignore the reality of the amount of time it may take us to fully (or mostly) recover from a medical episode…
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Is Every Day Saturday When You Are Retired? 3 Ways to Keep Your Schedule Interesting
1 year ago

Is Every Day Saturday When You Are Retired? 3 Ways to Keep Your Schedule Interesting

By  •  Lifestyle

At the first stage of retirement, the transition stage, it is sometimes difficult to remember what day of the week it is when you wake up. For me, my pill box is my first reminder! A friend once told me that retirement meant that every day was Saturday. Read More

How to Improve Your Life as You Go Through the Stages of Retirement
1 year ago

How to Improve Your Life as You Go Through the Stages of Retirement

By  •  Lifestyle

I have now made it through the first two weeks of my ‘retirement’. One thing I realized is that I was already starting to lose track of the days but was saved by my pill box! As long as I remember to take my pills each day, then I’ll remind myself of what day it actually is. Read More

My Top Tips on Making Withdrawals from Your Retirement Distribution Sources
1 year 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