Managing Money in Retirement

The 4% rule is a helpful guideline that retirees can use to determine how much money they should take out of their retirement accounts each year. Adopting the regulation is intended to preserve a consistent income stream while preserving…

Let’s talk about your name. You may love your name, or think it’s just okay, or wish you had a different name, and these days, you can legally change your name if you want. But that’s not really the name that we need to make sure…

It is 97 degrees out today, and a girlfriend and I are getting on the river. I am blessed to live in the Roaring Fork Valley of Colorado, with outdoor amenities at my fingertips…

For years I thought I had my finances and investments figured out. I had a financial advisor and felt well taken care of. I was grateful to have this smart man advise me and manage my investments for my retirement. Whilst we never socialized…

Have you tried a tongue twister in a while? Try saying “financial freebie frenzy” three times fast! I am referring to all of the great attention the topic of financial literacy gets every April, which has been happening every year since 2004 when…

Quarantine. Lockdown. Shelter in place. Social distancing. Covid-19. Who heard of these terms before, or even knew what they meant – let alone were intentionally living them every day – until 2020!? Hopefully, going forward, none of us will spend…

Retirement planning for widows (and widowers) involves some unique aspects that must be considered in addition to the emotional grief and stress that comes with losing a spouse. There seems to be some correlation between times…

I have been dealing with the topic of the transition to retirement for the past 25 years. I have come to the conclusion that retirement is not about an age or an amount of money; it is about when work – earning an income – becomes optional!

Once upon a time… she kissed the frog who turned into a prince… and they lived happily ever after! Is that how your marriage story went or is going? Mine neither! Although I do have to say that after 37 years, my husband and I feel less stressed, happier…

Many seniors feel overwhelmed with their financial situation. It could be credit card debt or piled up medical bills. No matter the source, you are not alone…