Image

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.

Keeping Money Secrets from Your Man – Good Idea or Good Grief!
2 weeks ago

Keeping Money Secrets from Your Man – Good Idea or Good Grief!

When I asked the women in our community to share their advice for younger women, a surprising number recommended that their younger sisters keep a separate bank account from their husbands. Read More

How to Save Money the Fun Way… By Taking the Retirement Spending Challenge!
4 weeks ago

How to Save Money the Fun Way… By Taking the Retirement Spending Challenge!

Have you ever thought, “I’ve got to get my spending under control?”

That’s just what I was thinking on a Saturday morning while going over bills. Somehow I’m always surprised at how all those little purchases add up. I’m 60. You’d think I would have figured this out by now. Read More

Working and Collecting Social Security: 3 Important Things You Need to Know
4 weeks ago

Working and Collecting Social Security: 3 Important Things You Need to Know

As people age, happiness is often based on connections with family and friends. Some of us may not have those ready-made ties and perhaps need to look elsewhere to stay active and engaged. Having a job may be the answer. But I often hear seniors say, “I can’t work. I’ll lose my Social Security.”
Read More

5 Secrets to Feeling Safe Financially After Retirement
3 months ago

5 Secrets to Feeling Safe Financially After Retirement

When retirement is already a fact, it is too late to talk about saving money. What do you do then? In today’s video, Wealth Logic founder and financial expert Allan Roth shares some practical strategies for achieving financial security in retirement. Enjoy the show! Read More

5 Secrets to Making Your Savings Last Longer in Retirement
3 months ago

5 Secrets to Making Your Savings Last Longer in Retirement

The thought of retirement can be scary. Not only are you consciously leaving behind the routine consistency you’ve had for upwards of 30 years, but you also lose some financial stability.

Saying goodbye to your income can be daunting and emotional. However, there are a few good ways to make your savings last longer in retirement. I would like to share my top six tips. Read More

Mobilize Your Money: Manage Your Post Retirement Funds Wherever You Go
4 months ago

Mobilize Your Money: Manage Your Post Retirement Funds Wherever You Go

Online and mobile banking allows us to manage our money without having to step foot in a bank. The banking industry has evolved significantly over the past decade. With the prevalence of smartphones, online banking is becoming the primary way people are managing their finances. Read More

9 Rights You Have When Seeking Financial Advice in Retirement
5 months ago

9 Rights You Have When Seeking Financial Advice in Retirement

April is Social Security Awareness month as well as Financial Literacy Month.

The need for financial literacy does not end when you cross over the “retirement” line. In fact, it becomes imperative that you look at income planning as the foundation of building the life you want past that point. Read More

How Do You Spend Your Time and Money in Retirement?
5 months ago

How Do You Spend Your Time and Money in Retirement?

By  •  Lifestyle

Whether you’re retired or have chosen to work well after 60, there is plenty you can do with your free time and extra buck. Read More

Travel After 60: Cancelling Our Trip Felt Good – Can You Believe It?
6 months ago

Travel After 60: Cancelling Our Trip Felt Good – Can You Believe It?

This past summer, my husband and I kept running into people who had been to Europe on bike trips. Every conversation fed our intrigue and we started looking into a self-guided bike trip through Austria, Slovenia, and Croatia. Read More

When it Comes to Making Money in Retirement, is $500 Better than $100,000?
6 months ago

When it Comes to Making Money in Retirement, is $500 Better than $100,000?

Do you know what older adults fear most? Is it death? Nope. Getting a serious illness? Not even close. According to a survey by the financial company Allianz, baby boomers fear running out of money in retirement more than anything else.

Specifically, they found that 43% of boomers feared outliving their savings. That’s more than the percentage of people who feared cognitive decline and loneliness combined! Read More