Managing Money in Retirement

You’ve no doubt heard about the recent market volatility related to Coronavirus and the reaction to this unexpected pandemic. Nobody likes sitting on their hands when it feels like they should be doing something…

Social Security is dead. It just hasn’t stopped twitching. This is the only conclusion that I can come to after reviewing all of the available data and considering the political and social environment that we are likely to face over the next 20-30 years.

In fact, the more I think about Social Security, the more I believe that everyone, from recent retirees to Millennials need to assume that this safety net will disappear, in whole, or in part, within the next few decades. Read More

A reverse mortgage can prove to be tricky if we do not have a good grasp of what it is and how it works. It has been touted in advertisements…

When it comes to our finances, most people don’t want to face the facts and they avoid talking about money and what to do with it, but when it comes to retirement, not only do many people avoid talking about it…

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…