Managing Money

Before you decide on your retirement living options, there are several factors to consider, whether you’re contemplating downsizing to a smaller home or moving to a retirement community. It’s essential to calculate what you can afford…

You have likely heard of IQ (Intelligence Quotient, a test measuring intelligence relative to others) or EQ (Emotional Quotient, a measurement of the ability to identify and manage your emotions and the emotions of others). But have you heard of PQ?

Many of us continue to work past the point when society expects us to retire. Maybe we don’t feel ready to retire yet, maybe we just need the money. Whatever the reason, it inevitably means that we are working with – and for…

Do you expect to be the beneficiary of an IRA or retirement plan? Maybe you are in the process of a review of your IRA or retirement plan beneficiaries and want to make good decisions based on current legislation. The rules changed with both the 2019 SECURE Act…

Retirement is the time when you can finally relax and enjoy life without the daily grind of a nine-to-five job. But what if you’re not ready to retire? What if you still want to bring in some extra income?

It would be nice if turning 60 meant more time to focus on home décor, dating, personal style, new and delicious recipes, investing opportunities, retirement, travel, or the latest makeup tips. But for many women, turning 60 means…

What are the odds of getting hit by a bus? 1 in 495,000. Not happening to me, right? But what are the odds that you’re going to die someday? Exactly. I always say this topic is about WHEN not IF something happens and you are no longer…

As we age, our financial priorities and needs change. Once you reach the age of 60, it’s crucial to take a step back and evaluate your current financial situation to ensure that you’re on track for a comfortable retirement…

Just before the end of 2022, the SECURE 2.0 Act of 2022 was signed into law as part of the Consolidated Appropriations Act of 2023. One of the changes included in the Act delays the age for required minimum distributions from IRAs…

Increasingly, we see the 50+ generation turning their hand to running their own business. For some, it is because ageism has blocked their access to mainstream employment, but for the vast majority…