Managing Money

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…

Pensions are sort of a thing of the past, having been replaced by 401(k) plans (where employees have as much responsibility to save for their retirement as the employer), but they do still exist for government employees and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

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…

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…

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…

If, like me, you are a single woman in 60s and beyond, you may be thinking about the best places to retire. Perhaps you are looking for a country with a lower cost of living so that you can make your retirement income stretch farther…

Who did you learn from about money and personal finance in your life? Parents or grandparents? School? Or no one, aka the School of Hard Knocks? April is National Financial Literacy Awareness month in the United States, so it’s the perfect time…

Last year, I asked the women in our community how they make money in retirement. Their answers were amazing and showed just how creative our generation has become when it comes to supplementing our income in the best years of our lives…

Good news! We are getting close to half of our states here in the US that will begin to require a personal finance course in order to graduate from high school. Yeah! At the same time, I’m also wondering why we haven’t done this long ago?

Will you be 60, 61, 62, or 63 in 2025? Are you still employed and contributing to your company retirement plan? Then start planning now for the added contribution you may make starting in 2025. You may be aware that under current law, employees…