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About Stan Corey

Stan Corey retired as a financial fiduciary and has worked with many families for almost 40 years. He has a reputation for taking complex financial issues and making them understandable. He has published two books: The Divorce Dance https://amzn.to/2JW7IGs in 2016 (Amazon “Best Seller”) and When Work Becomes Optional https://amzn.to/2OniDfF in 2018.
Latest Posts | By Stan Corey
Marriage Advice for Family Members: 12 Questions to Ask Before Saying “I Do”
2 years ago

Marriage Advice for Family Members: 12 Questions to Ask Before Saying “I Do”

By  •  Family

When a couple decides to get married, they are often lost in the moment and preparation for the “big event.” We have all heard about the let down when the honeymoon is over and reality sinks in. Read More

Understanding and Thriving in the Different Stages of Retirement
2 years ago

Understanding and Thriving in the Different Stages of Retirement

By  •  Lifestyle

For nearly 40 years, I’ve been providing financial guidance and advisory services to individuals, couples, multi-generational families and small businesses. Read More

9 Ways to Reduce Anxiety and Fear About the Transition to Retirement
2 years ago

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

By  •  Lifestyle

I have been dealing with the topic of the transition to retirement for the past 25 years. During this time, I’ve worked with clients considering retirement at many different times in their lives. Some have retired at the “normal” retirement age of 65 while others have retired by age 50 or deferred to age 75 and even 80. Read More

Understanding Estate Planning: 6 Beneficiary Designations and How to Manage Them
3 years ago

Understanding Estate Planning: 6 Beneficiary Designations and How to Manage Them

The use of beneficiary designations is one issue that is not well understood and can lead to much confusion.

Most people think it is a simple matter of naming a person to receive certain assets by will or trust or naming them as a beneficiary of a retirement plan. I only wish it were that simple! Read More

Is a College Savings Plan the Perfect Gift for Grandkids?
3 years 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! Read More

Get More from Your Money with Retirement Distribution Planning
3 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 how to make withdrawals from the various accounts we have built up and the timing of withdrawing from these accounts, both personal and retirement. Read More

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

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

By  •  Family

Unfortunately, men and women rarely ask themselves two essential divorce questions as they begin the process or while negotiating the final settlement: Read More

Navigating the Transition to Retirement in the 3 Most Emotional Categories
3 years ago

Navigating the Transition to Retirement in the 3 Most Emotional Categories

By  •  Lifestyle

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! Read More

Divorce After 50: Making Smart Choices About Your Divorce Property Settlement
3 years 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. Read More

Travel First Class… and Other Reminders for a Happy Retirement
3 years ago

Travel First Class… and Other Reminders for a Happy Retirement

By  •  Lifestyle

Have you retired or are about to retire? Here are a few things to remember as you move into this next journey of your life. Note that retirement is not about an age or amount of money; it is when work is optional!

Some of these reminders are passed down from an older generation but we sometimes forget them. Read More