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.

4 weeks 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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1 month 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…

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1 month ago

3 Ways to Navigate the Rough Waters of Financial Security with Courage and Resilience

It is 97 degrees out today, and a girlfriend and I are getting on the river. I am blessed to live in the Roaring Fork Valley of Colorado, with outdoor amenities at my fingertips…

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2 months ago

Yes, a Reverse Mortgage Can Be Life-Changing

It’s Christmas Day and Angela, 74, is sipping a cup of coffee in her son’s living room. A beautiful Christmas tree stands in the corner covered with ornaments and bright colorful lights. The room is filled with the warm and delicious smells…

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2 months 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. Whilst we never socialized…

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4 months 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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4 months 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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4 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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4 months 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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5 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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