Managing Money in Retirement

I just read two interesting articles about spending habits. One focused on boomers and the other discussed the differences in spending habits of boomers, Gen X, Millennials, and Gen Z. The latter article was based on data from Bank of America…

What’s the difference between a money market account and a money market fund, you ask. Aren’t they the same? The answer is “no” and, depending on your situation, you may want to use one, the other, or both. Let’s take a deeper look…

Saving for retirement is crucial if you want to be financially secure in your later years. But because of the economy and the fact that more men than women work, many women do not have enough money saved for retirement…

Do you want to know your options for investing to reach your long-term goals? Remember that investing is only appropriate if your living expenses are covered, your debt is under control, and you have built an emergency fund. After that it may be time…

You may not realize this, but when you file divorce papers, you are suing your spouse for divorce. Most people have never been involved in a lawsuit before and have never worked with an attorney for anything other than a traffic ticket or to prepare…

Summer is the season for vacations, or I understand it’s referred to as the time for “going on holiday” in some parts of Europe. It’s a time full of fun, seeing new things, slowing down and relaxing as well as connecting with friends/family or making new friends…

When you stop and think about it, choosing to do nothing in advance about something negative that is guaranteed to happen seems illogical, doesn’t it? And yet, human nature is that we avoid thinking about negative things, which is why…

Your 60s are a time of tremendous change. You may be preparing for retirement, entering retirement or recently retired. It’s a time where your finances may also be changing; a crossroads of sorts. So, what can you do with your finances…

Retirement planning is surprisingly similar to climbing a mountain or going for a hike. On the way up, you primarily focus on reaching the top. But on the way down, safety may become your priority. Missteps become more dangerous as the hours…

In my mind, Spring marks the beginning of wedding season. Although realistically I know weddings can be any month of the year. I remember in 2020, I was talking to a wedding venue owner here in Arizona and asking how he could possibly…