4 days ago

5 Essential Ingredients for a Comfortable Retirement Income Plan (VIDEO)

Retirement planning is surprisingly similar to climbing a mountain or going for a hike. On the way up, you primarily focus on reaching the top. But on the way down, safety may become your priority. Missteps become more dangerous as the hours…

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6 days ago

Finding Financial Harmony in Wedding Season

In my mind, Spring marks the beginning of wedding season. Although realistically I know weddings can be any month of the year. I remember in 2020, I was talking to a wedding venue owner here in Arizona and asking how he could possibly…

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3 weeks ago

Falling Apart vs Drifting Apart When It Comes to Estate Planning

I read a recent headline: Marriages don’t fall apart, they drift apart. I am not a marriage counselor but I serve as a money counselor so my brain immediately went to the fact that the same can be said of our money life. Our finances rarely fall apart…

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3 weeks ago

How Long Should You Keep Personal and Financial Documents?

If you are like many of us and recently found yourself sorting through numerous documents to find papers needed for your tax return, then you may be ready to get organized. Finding all the documents our accountant needs in order to prepare…

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4 weeks ago

What Motherly Advice Did You Receive About Money?

In the month of Mother’s Day, it is appropriate to think about and appreciate mothers as well as other women who play important roles in our lives. Women we admire have had an impact on us in many ways. I was in a women’s group discussion…

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4 weeks ago

Does Your Money Spending Align with Your Values?

Everyone has personal values that have shaped and formed over the years through their experiences, relationships, and education. Unfortunately, many people struggle with finding happiness simply because their actions and values aren’t aligned…

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1 month ago

Dividing a Pension in Divorce

Pensions are sort of a thing of the past, having been replaced by 401(k) plans (where employees have as much responsibility to save for their retirement as the employer), but they do still exist for government employees and the military…

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1 month ago

Crucial Retirement Milestones After 60 (VIDEO)

As you navigate your 60s, you have several critical retirement planning milestones to work through. While that may be intimidating, the tasks are all manageable, especially if you give yourself plenty of time to learn about your options…

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2 months ago

What Does Your Financial Health Depend On?(VIDEO)

When articles or discussions center around the question, “do you know your number,” they are usually referring to your retirement nest egg value. Specifically, how much do you need to have stashed away before you can retire and not have to worry about…

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2 months ago

Should I Hire a Financial Advisor?

With turmoil in the financial world – inflation, bank bankruptcies, recession concerns, etc. – you may have reached the point that you want to check in with a professional advisor. If nothing else, it may calm any anxiety about your future…

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