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.

21 hours ago

Want to Add to Your Retirement Income by Renting a Property? Read These 5 Tips First!

Social security, pensions and annuities can all be dependable sources of monthly income. So too can real estate. But before you cash out your retirement fund and buy a rental property, here are five things you should know…

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3 days ago

5 Simple Tips for Finding Financial Freedom after 60 from a Former Stockbroker

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…

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2 weeks ago

7 Considerations When Getting a Divorce Later in Life

Susan and David, in their 60s, had a tumultuous marriage that lasted for 40 years. They faced more than their share of challenges. Building a new business in a new country when they arrived in the US as newlyweds was one of them. While the business…

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2 weeks ago

The Gawk Factor: How to Use It to Your Advantage

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…

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3 weeks ago

3 Ways to Replace Your Financial Advisor (VIDEO)

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…

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1 month ago

Can I Turn My Passion into a Viable Business?

Women are living longer than ever and are remaining vital into advanced old age. As a result, it is possible that we will outlive our significant others and our savings or will need to supplement our retirement income. Additionally, many of us who have aged…

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2 months ago

Year-End Tax Tips That Can Save You Money (VIDEO)

As 2021 comes to an end, it’s an excellent time to review your finances for any tax moves that might benefit you. This time of year might be busy with seasonal events and other deadlines, but some opportunities come with an expiration date…

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2 months ago

Is it Time to Declutter Your Finances? (VIDEO)

You may have heard the acronym K.I.S.S. which stands for Keep It Super Simple (or is it Keep It Simple Stupid?). Simplifying, decluttering, downsizing, uncomplicating (is that a word!?!) are all referring to great advice, in my opinion, to clarify the situation…

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3 months ago

5 IRA Strategies and Mistakes You Need to Know

IRAs, or individual retirement accounts, are tax-deferred investment accounts. You can either fund them directly, assuming you otherwise qualify, or use them to rollover 401k/403b funds. For this reason, these accounts…

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3 months ago

10 Things to Consider if You Need a Revocable Trust

In October, National Estate Planning Awareness Month, I spoke with an estate planning attorney, Amanda Pyper Ruiz at Same Day Wills, who shared some great tips and things to think about when considering the will vs trust question…

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