Managing Money

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…

A mystery shopper (also known as a secret shopper) is a person who is hired to pose as a regular customer and visit a business, such as a store, restaurant, or hotel, to evaluate and report on their experiences. Mystery shopping is typically…

How our world can change overnight! Unless you have been backpacking in the wilderness, on a retreat, or have given up social media, tv, cable, radio, and newspapers, you must have heard or read about the disasters that struck the financial industry last week…

Have you thought about what kind of skills you want to carry with you into the second half of your life? Have you thought about the skills you wish to leave behind? Do you know the difference between your talents and skills?

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?

How much you will need for health costs in retirement will depend on when and where you retire, your health, how you will pay for the costs, and how long you live. According to a study by Fidelity, a typical retired couple aged 65 in 2022 will need…

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…