Managing Money in Retirement

Your 60s are a time of tremendous change. You may be preparing for retirement, entering retirement or recently retired. It’s a time where your finances may also be changing; a crossroads of sorts. So, what can you do with your finances…

Retirement planning is surprisingly similar to climbing a mountain or going for a hike. On the way up, you primarily focus on reaching the top. But on the way down, safety may become your priority. Missteps become more dangerous as the hours…

In my mind, Spring marks the beginning of wedding season. Although realistically I know weddings can be any month of the year. I remember in 2020, I was talking to a wedding venue owner here in Arizona and asking how he could possibly…

In the month of Mother’s Day, it is appropriate to think about and appreciate mothers as well as other women who play important roles in our lives. Women we admire have had an impact on us in many ways. I was in a women’s group discussion…

Everyone has personal values that have shaped and formed over the years through their experiences, relationships, and education. Unfortunately, many people struggle with finding happiness simply because their actions and values aren’t aligned…

Pensions are sort of a thing of the past, having been replaced by 401(k) plans (where employees have as much responsibility to save for their retirement as the employer), but they do still exist for government employees and the military…

As you navigate your 60s, you have several critical retirement planning milestones to work through. While that may be intimidating, the tasks are all manageable, especially if you give yourself plenty of time to learn about your options…

When articles or discussions center around the question, “do you know your number,” they are usually referring to your retirement nest egg value. Specifically, how much do you need to have stashed away before you can retire and not have to worry about…

With turmoil in the financial world – inflation, bank bankruptcies, recession concerns, etc. – you may have reached the point that you want to check in with a professional advisor. If nothing else, it may calm any anxiety about your future…

Who did you learn from about money and personal finance in your life? Parents or grandparents? School? Or no one, aka the School of Hard Knocks? April is National Financial Literacy Awareness month in the United States, so it’s the perfect time…