Managing Money in Retirement

No matter how much you have saved, managing money in retirement is critically important. Let's talk about how to make your Social Security and pension money last longer.

3 weeks ago

The Financial Freebie Frenzy – or Do We Know How to Manage Our Money? (VIDEO)

Have you tried a tongue twister in a while? Try saying “financial freebie frenzy” three times fast! I am referring to all of the great attention the topic of financial literacy gets every April, which has been happening every year since 2004 when…

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1 month ago

An Epidemic of Another Kind: Financial Illiteracy Among Young and Old

Quarantine. Lockdown. Shelter in place. Social distancing. Covid-19. Who heard of these terms before, or even knew what they meant – let alone were intentionally living them every day – until 2020!? Hopefully, going forward, none of us will spend…

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1 month ago

Why Widows Should Be Aware of These 4 Retirement Planning Considerations

Retirement planning for widows (and widowers) involves some unique aspects that must be considered in addition to the emotional grief and stress that comes with losing a spouse. There seems to be some correlation between times…

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1 month ago

10 Options to Consider If You Were Sold Permanent Life Insurance

Many of you might have purchased life insurance at some point because someone depended on you financially and you are a responsible person. But what if you were sold a permanent policy that you don’t need anymore, if you ever needed it…

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2 months ago

9 Ways to Reduce Anxiety and Fear About the Transition to Retirement

I have been dealing with the topic of the transition to retirement for the past 25 years. I have come to the conclusion that retirement is not about an age or an amount of money; it is about when work – earning an income – becomes optional!

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2 months ago

Money Remodel Tips AFTER Marriage

Once upon a time… she kissed the frog who turned into a prince… and they lived happily ever after! Is that how your marriage story went or is going? Mine neither! Although I do have to say that after 37 years, my husband and I feel less stressed, happier…

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3 months ago

Filing Bankruptcy after 60? 5 Things You Need to Know

Many seniors feel overwhelmed with their financial situation. It could be credit card debt or piled up medical bills. No matter the source, you are not alone…

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3 months ago

Money and Remarriage: How to Navigate Divided Loyalties and Shadows from Previous Relationships

If you thought dealing with money issues can be tricky in a marriage, it’s way more difficult in a remarriage. In a marriage, you have two people from different backgrounds with different approaches to money…

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3 months ago

Top 3 Money Remodel Tips BEFORE Marriage

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…

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3 months ago

Paying for Long-Term Care: What Are the Options?

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…

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