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

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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3 months 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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9 months 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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1 year 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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1 year 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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1 year 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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1 year 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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2 years 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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2 years 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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2 years 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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