Managing Money

Social security is among the issues many people become interested in as they push retirement. This is because it is critical to the financial security of retirees…

Have you ever wanted to contact an investment or financial advisor but didn’t know where to start? What is the difference between a fiduciary advisor and an investment advisor?

Many of us look forward to spending our retirement years doing all the things we’ve always wanted to do. But how do we know if we’ve saved enough money to make our dream retirement a reality?

Financial independence is among the main concerns of retirees. Many of us worry about outliving our savings and seek options to maintain a steady income stream…

In retirement, you’re likely to miss certain aspects of your working life that you’re no longer able to do as much. One of them is using credit. You might be wondering…

Most people don’t believe they’ll live to be a hundred, and it shows in the way they build their financial plans, if they have one at all. The projected age that people start thinking about retirement is 60 or 65…

I woke up on January 2nd this year in a complete state of panic. I’d slept poorly – having a version of my standard “getting lost” dream. (This time, I was on a bus you couldn’t disembark…)

Do you or your spouse have an IRA or employer sponsored plan? The recent changes made under the SECURE Act will have an impact on you…

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

Would you be surprised if I told you that the fastest growing group of hosts on Airbnb is seniors? You shouldn’t be! After all, older adults own the lion’s share or properties throughout the world. They also have the time to dedicate to being fantastic hosts and the life experience to avoid painful mistakes. As […]