Managing Money

You have crossed over the proverbial finish line of retirement. You set your financial goals, and your financial advisor says you have the resources to sustain your income needs…

Call it money issues, financial trouble, money stress, or financial disagreements, they are all red flags in a long-term relationship if they are not resolved. Money is often one of the top reasons for divorce. So, acting on financial conversations…

Do you get nervous about having enough cash in retirement? Whether you are in retirement now, or preparing for retirement in the near future, it is never too late or too early to shape up your cash flow…

In my last Sixty And Me blog, Do You Need a Long-Term Care Plan? I noted there are three sources of money to pay for long-term care: your own money, government sources and insurance. Let’s look at the options we have when it comes to long-term care…

New year, new start, new way to do something, a new opportunity to improve your life… at least that’s how we often start the new year, right? Take advantage of those good intentions to get yourself headed in the right direction, whether it’s related…

I wasn’t old enough to rent a car, but in my early 20s a major brokerage firm recruited me to become a stockbroker. Now I’m sharing five very simple lessons that will help you get closer to financial freedom…

Now that we are in the month of New Year’s resolutions, we often have change on our mind. We all have something we know we want or need to improve in our lives. The hardest part can often be getting motivated to make that change, identifying…

Financial planning for retirement frequently ignores a huge subject area: planning for potential long-term care costs. Studies show that well over half of today’s 60-year-olds will eventually require some sort of long-term care. Yet, only about half of us…

While it can feel intimidating to end a relationship, it’s critical to get the help you deserve. Plus, moving on to another chapter doesn’t necessarily mean that you dislike your advisor or that anybody is a bad person. Sometimes a financial…

There’s an old expression that seasoned college professors like to invoke about teaching: “The first year you get it wrong. The second year you fix it. And the third year you’re bored.” As I settle into my third year running my…