Managing Money in Retirement

You have spent years learning about how to “save” for retirement. Save first, spend later. Dollar Cost Averaging. Asset allocation and rebalancing. In the United States, you have put money into your IRA, or your employer…

We all know that men think differently, and this includes all areas of life. Including money. Here’s a real life example: Jack and Sarah went in to see their banker. Jack stated that he wanted the mortgage paid off in five years and asked…

Charitable giving often conjures up images of the uber-wealthy creating foundations and complex trusts. While this is certainly true, a lot of people without millions regularly give money to the causes they support. It is also important…

October is National Estate Planning Awareness Month across the United States. And National Estate Planning Awareness Week, the third week of the month, was adopted in 2008 to help the public understand what estate planning is, and why it is such a vital…

You’re probably very capable when it comes to managing your finances. But if you ever want advice on financial planning, investments, or other money-related topics, a financial advisor might be able to help. Whether you just want answers to a few questions…

Well, the short answer is because you no longer need or want it. But there is more to it, according to Lisa Rehburg, a Life Settlement Expert. “Your life insurance policy is an asset that you own, just like your car or house. And, like any asset, it can be sold…

Rosalynn Carter said it first, and I think said it best: “There are only four kinds of people in the world: those who have been caregivers, those who are currently caregivers, those who will be caregivers, and those who will need caregivers.”

What 60-plus year old woman doesn’t love saving money? I am first in line for the after Christmas sales. Clearance sales? I am there. It really bothers me when I have to pay full price for anything. Where am I going with this? Most people know by now.

Investing involves putting your money at risk with the prospect of earning a return higher than what is offered in a bank account. Many people have beliefs about investing before they experience investing themselves, as a result of conditioning from childhood…

When it comes to your finances, you’re at a point in life where you may have more money saved than ever before, and your working years are primarily (or entirely) behind you. That can be a big mindset shift. Because of that, you may be considering working…