Managing Money in Retirement

Do you feel as if Social Security is one of the last things you need to think about? Are you nearing retirement and you’re wondering just when you should apply for those benefits? The majority of Social Security strategy is all about timing. This is especially true for divorcees…

Social security is among the issues many people become interested in as they push retirement. This is because it is critical to the financial security of retirees…

Have you ever wanted to contact an investment or financial advisor but didn’t know where to start? What is the difference between a fiduciary advisor and an investment advisor?

Financial independence is among the main concerns of retirees. Many of us worry about outliving our savings and seek options to maintain a steady income stream…

In retirement, you’re likely to miss certain aspects of your working life that you’re no longer able to do as much. One of them is using credit. You might be wondering…

Financial intimacy changes as we age, and I want to do it with dignity and grace! In our early years, Mark and I became financially intimate through sharing our financial history. We combined (over time) some of our financial accounts…

The need for financial literacy does not end when you cross over the “retirement” line. In fact, it becomes imperative that you look at income planning as the foundation of building the life you want past that point. Read More

Realizing that you haven’t saved enough for retirement is one of the worst experiences in the world. You worry about how you will support yourself in retirement. You start to fear getting sick in your old age. You may even start to suffer from feelings of guilt or regret as you look back at all of the bad financial decisions that you made in your life. Read More

When I asked the women in our community to share their advice for younger women, a surprising number recommended that their younger sisters keep a separate bank account from their husbands. Read More

When retirement is already a fact, it is too late to talk about saving money. What do you do then? In today’s video, Wealth Logic founder and financial expert Allan Roth shares some practical strategies for achieving financial security in retirement. Enjoy the show! Read More