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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.

It Happens to All of Us, But Most of Us Don’t Plan for It
1 week ago

It Happens to All of Us, But Most of Us Don’t Plan for It

What are the odds of getting hit by a bus? 1 in 495,000. Not happening to me, right? But what are the odds that you’re going to die someday? Exactly. I always say this topic is about WHEN not IF something happens and you are no longer…
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7 Considerations When Getting a Divorce Later in Life?
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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What to Do When Facing Financial Goobblygook
3 weeks ago

What to Do When Facing Financial Goobblygook

If you’ve ever interviewed a financial ‘adviser’ and asked the questions about financial planning, how they manage money, investment returns, and their fees during an initial introductory meeting, you very likely heard a lot of terminology…
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What Does Breathing Have to Do with Money?
1 month ago

What Does Breathing Have to Do with Money?

“Take a deep breath!” That was probably a common phrase that was used when we were younger if we were upset about something. Or we might have been told to “calm down, count to 10” or “walk it off.” Who knew this age-old advice…
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Questions to Ask When Interviewing a Financial Advisor
1 month ago

Questions to Ask When Interviewing a Financial Advisor

One of the most important decisions you will make is choosing your financial advisor. A financial advisor generally manages your money and provides financial guidance at critical life moments, so they can help shape your life situation…
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Financially, Millennials Have More in Common with Their Grandparents Than Us!
1 month ago

Financially, Millennials Have More in Common with Their Grandparents Than Us!

Our attitudes toward the important things in life – relationships, money, and careers – are shaped by the experiences we have in our youth. The Millennial generation – our kids, in other words – are demonstrating this in their attitudes…
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Are Your Conversations About Money Making You Unhappy?
1 month ago

Are Your Conversations About Money Making You Unhappy?

Lately I have become acutely sensitive to the amount of time we spend talking about money in our everyday life. “I love your sweater.” “Oh thank you. I got it on sale for $19, can you believe it? It cost $149.00 originally.”
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3 Social Security Myths Almost Everybody Believes
1 month ago

3 Social Security Myths Almost Everybody Believes

With their many twists and turns, the thought of trying to figure out Social Security policies can make your head spin. Myths abound about Social Security. Unfortunately, many people believe them. Sadly, these myths can cost you big time…
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The Holiday Gift of Being Financially Organized
2 months ago

The Holiday Gift of Being Financially Organized

What is a favorite memory you have of holiday time as a child? Maybe it was related to an event or activity rather than a gift. Or perhaps you have smells or sounds that come to mind when you think of the holidays. I remember getting…
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Social Security Cut Because You Have a Pension? You’re Not Alone!
2 months ago

Social Security Cut Because You Have a Pension? You’re Not Alone!

Have you applied for Social Security benefits only to find that you will get less than you expected? Many government workers are shocked to learn they will get a lower payment when they retire…
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