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.

5 months ago

How to Gain Financial Empowerment in Your 60s

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…

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6 months ago

5 Essential Ingredients for a Comfortable Retirement Income Plan (VIDEO)

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…

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6 months ago

Finding Financial Harmony in Wedding Season

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…

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7 months ago

What Motherly Advice Did You Receive About Money?

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…

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7 months ago

Does Your Money Spending Align with Your Values?

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…

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7 months ago

Dividing a Pension in Divorce

Pensions are sort of a thing of the past, having been replaced by 401(k) plans (where employees have as much responsibility to save for their retirement as the employer), but they do still exist for government employees and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

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7 months ago

Crucial Retirement Milestones After 60 (VIDEO)

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…

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7 months ago

What Does Your Financial Health Depend On?(VIDEO)

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…

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8 months ago

Should I Hire a Financial Advisor?

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…

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8 months ago

Where Did You Learn The Life Skill of Money Management? (VIDEO)

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…

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