Managing Money in Retirement

No matter how much you have saved, managing money in retirement is critically important. Let's talk about how to make your Social Security and pension money last longer.

3 months ago

5 Ways Family Caregivers Can Protect Their Financial Health

Being a family caregiver doesn’t only impact you physically, mentally, and emotionally – it can also hurt you financially. It is not uncommon for family caregivers to utilize their financial resources to care for their loved ones…

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3 months ago

How You Can Start Saving for Retirement – 4 Tips to Prepare Now

According to a recent GOBankingRates survey, 22% of respondents don’t think they’ll ever be able to retire, and 23% of Americans have nothing saved for their golden years. Do you belong to this 23% category? If so, then ask yourself another question…

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3 months ago

4 Steps to Maximize Your Inheritance

After the passing of a loved one, you may discover that you’re receiving an inheritance. While you might be grateful for an influx of wealth, you may be anxious about how to utilize your inheritance properly. That’s why it is crucial to act slowly…

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3 months ago

The Rising Cost of Living – How Can We Beat It?

We are all worrying about prices and the cost of energy, aren’t we? We wonder how we will cope in the coming winter. But over the years I have found there are some simple ways to save money…

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3 months ago

10 Ways to Beat Inflation in Retirement

Inflation is a significant concern for retirees worried about the rising costs of necessities. According to a recent Global Atlantic Financial Group survey, 61% of retirees who invest assume that with low-interest rates and rising inflation…

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4 months ago

Gender Income Gap – How Does It Affect Women’s Retirement?

Women who work longer than men continue to experience the gender wage gap when they retire. According to government statistics, women make 83 cents for every dollar men earn. The annual difference in median wages grows to $10,435 as a result…

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4 months ago

How Can You Possibly Afford to Travel Full Time?

As full-time travelers, my husband and I get asked this question all the time, “How do you afford it?” Simple answer, we do it on a budget. When we decided that we wanted to travel around the world, at our own pace, whether this would take two years…

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4 months ago

Money Is Energy, or How I Paid My $60,000 Credit Card Debt

While we all have perspectives and beliefs and emotions tied up in our thoughts about money, bottom line (pun intended) is, money is just energy. It isn’t positive or negative, it isn’t good or bad, honorable or evil. It’s just energy…

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4 months ago

11 Most Asked Questions I Get About Taxes in Retirement as a Financial Planner

With today’s complex tax rules, taxes in retirement can be a nightmare. Retirement accounts come with many tax traps that even the most careful investors may fail to see. Therefore, it shouldn’t be a shock that some retirees might be paying more taxes…

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4 months ago

Do You Really Need $1 Million to Retire? Maybe Not!

Women in their 60s are increasingly questioning if it makes sense to continue working. For a variety of reasons, including an increased focus on what’s most important in life, work is sliding down the list of priorities. With the help from stock…

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