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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
Understanding and Thriving in the Different Stages of Retirement
5 days ago

Understanding and Thriving in the Different Stages of Retirement

By  •  Lifestyle

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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My First 6 Months Post Retirement
3 weeks 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. 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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Divorce After 50: Making Smart Choices About Your Divorce Property Settlement
2 months ago

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

By  •  Family

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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What to Do When Facing Financial Goobblygook
5 months 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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Get More from Your Money with Retirement Distribution Planning
6 months ago

Get More from Your Money with Retirement Distribution Planning

One of the major concerns for those entering into retirement is no longer having a paycheck. In addition, there is a normal fear of running out of money and having to spend what we spent a lifetime saving. One of the primary issues is…
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Is a College Savings Plan the Perfect Gift for Grandkids?
6 months ago

Is a College Savings Plan the Perfect Gift for Grandkids?

By  •  Family

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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End-of-the-Year Tax Planning for Responsible Mature Women: 8 Tips You’d Want to Consider
6 months ago

End-of-the-Year Tax Planning for Responsible Mature Women: 8 Tips You’d Want to Consider

December is upon us, and, before we know it, we will be celebrating the new year. Many times, though, people wait until January to look at their income tax situation and begin gathering all of the documents coming in the mail…
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Divorce: The Hard Way or The Easy Way
8 months ago

Divorce: The Hard Way or The Easy Way

By  •  Family

As expected, another casualty of the pandemic is that many couples are finding it challenging to be confined with their significant other without creating many opportunities for conflict. The end result is that the divorce rate in 2020…
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2 Divorce Questions Every Older Adult Should Ask… But, Few Do
8 months ago

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

By  •  Family

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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10 Tips for Preparing for Retirement and Defeating the “Money Worry” Gene
9 months ago

10 Tips for Preparing for Retirement and Defeating the “Money Worry” Gene

We all have chromosomes (DNA) that are encoded with our genes in every cell in our body. There are 22 pairs of chromosomes that determine everything from the color of our hair and eyes to our ancestry and mental abilities. Read More