Managing Money in Retirement

In my last Sixty And Me blog, Do You Need a Long-Term Care Plan? I noted there are three sources of money to pay for long-term care: your own money, government sources and insurance. Let’s look at the options we have when it comes to long-term care…

New year, new start, new way to do something, a new opportunity to improve your life… at least that’s how we often start the new year, right? Take advantage of those good intentions to get yourself headed in the right direction, whether it’s related…

I wasn’t old enough to rent a car, but in my early 20s a major brokerage firm recruited me to become a stockbroker. Now I’m sharing five very simple lessons that will help you get closer to financial freedom…

Now that we are in the month of New Year’s resolutions, we often have change on our mind. We all have something we know we want or need to improve in our lives. The hardest part can often be getting motivated to make that change, identifying…

While it can feel intimidating to end a relationship, it’s critical to get the help you deserve. Plus, moving on to another chapter doesn’t necessarily mean that you dislike your advisor or that anybody is a bad person. Sometimes a financial…

As 2021 comes to an end, it’s an excellent time to review your finances for any tax moves that might benefit you. This time of year might be busy with seasonal events and other deadlines, but some opportunities come with an expiration date…

You may have heard the acronym K.I.S.S. which stands for Keep It Super Simple (or is it Keep It Simple Stupid?). Simplifying, decluttering, downsizing, uncomplicating (is that a word!?!) are all referring to great advice, in my opinion, to clarify the situation…

IRAs, or individual retirement accounts, are tax-deferred investment accounts. You can either fund them directly, assuming you otherwise qualify, or use them to rollover 401k/403b funds. For this reason, these accounts…

In October, National Estate Planning Awareness Month, I spoke with an estate planning attorney, Amanda Pyper Ruiz at Same Day Wills, who shared some great tips and things to think about when considering the will vs trust question…

When it comes to your finances and investments, sometimes it makes sense to keep things relatively uninteresting. That’s not to say you can’t pursue some entertainment and growth with a portion of your holdings. Still, it’s wise to consider the potential risks…