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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.

The Top 6 Misconceptions You May (Or May Not) Have Heard About Reverse Mortgages
3 weeks ago

The Top 6 Misconceptions You May (Or May Not) Have Heard About Reverse Mortgages

When I was a young boy, my parents took my brother and I on a vacation. I was pretty little, so I don’t remember much about the trip. I know we traveled on an airplane, but I have no recollection of where we went, what we did…
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The Trail, The Flood, and My Quest for a New Route
3 weeks ago

The Trail, The Flood, and My Quest for a New Route

My family has enjoyed a cabin in a small hamlet outside of Estes Park for over 40 years. Summers of my youth were spent fishing, hiking, and exploring amidst the granite rocks, pristine lakes, and whispering pines of my beloved Colorado…
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Retirement Takeaways from the SECURE Act
4 weeks ago

Retirement Takeaways from the SECURE Act

The SECURE Act was a big deal when it was passed in December of 2019. However, just a few short months later Covid-19 hit and the CARES Act was passed. Most people never had a chance to incorporate the SECURE Act into their retirement…
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What’s in a Name? Be Sure Yours Is Correct!
1 month ago

What’s in a Name? Be Sure Yours Is Correct!

Let’s talk about your name. You may love your name, or think it’s just okay, or wish you had a different name, and these days, you can legally change your name if you want. But that’s not really the name that we need to make sure…
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I Took Control of My Financial Destiny in Retirement… You Can Too!
1 month ago

I Took Control of My Financial Destiny in Retirement… You Can Too!

For years I thought I had my finances and investments figured out. I had a financial advisor and felt well taken care of. I was grateful to have this smart man advise me and manage my investments for my retirement.
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3 Pecuniary Power Plays That Can Help You Manage Your Money After 60
2 months ago

3 Pecuniary Power Plays That Can Help You Manage Your Money After 60

Does thinking about your financial life in retirement cause you angst? It’s true that fundamental sustenance is paramount, but above that – it is not quantity that unlocks your potential; it is your penchant for positive perspectives…
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Why Widows Should Be Aware of These 4 Retirement Planning Considerations
2 months 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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3 Modern Alternatives to Clipping Coupons that Will Actually Save You Money
2 months ago

3 Modern Alternatives to Clipping Coupons that Will Actually Save You Money

When we were young parents, in the 1980s and 90s, coupon clipping was still a popular activity (some would say obsession!) I still remember looking through the newspaper for discounts on Tide and other staples…
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4 Reasons Your Credit Score Still Matters After 50 (and How to Improve it!)
2 months ago

4 Reasons Your Credit Score Still Matters After 50 (and How to Improve it!)

If you were like most people, you probably spent a lot of time in your younger years worrying about your credit rating. After all, this one number had the ability to impact your mortgage, credit cards and car payments…
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4 Reasons to Ditch Your Car in Your 50s or 60s (Only One is Financial!)
2 months ago

4 Reasons to Ditch Your Car in Your 50s or 60s (Only One is Financial!)

Do you remember the sense of freedom that you had the first time you got in your own car and turned the keys? The world suddenly became smaller as your mind raced with possibilities for adventure and exploration…
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