Managing Money in Retirement

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…

If you are a grandmother, did your kids ask you how you wanted to be addressed by the grandchildren: grandma, mimi, memaw, etc? Never having thought about that question (since both my grandparents and my husband’s were always…

As people age, happiness is often based on connections with family and friends. Some of us may not have those ready-made ties and perhaps need to look elsewhere to stay active and engaged. Having a job may be the answer. But I often hear seniors say…

Losing a spouse is one of life’s greatest challenges and an inevitability that many people will face. The ensuing grief from the trauma makes it critically important to have a clear approach towards financial decision making. Losing a spouse poses…

The Seven Habits of Highly Effective People by Stephen Covey was written over 15 years ago but is still a best seller for good reason. His timeless advice is applicable across many aspects of our lives, business or personal…

Sometimes you can become an “expert” in an area of life by learning from the School of Hard Knocks versus a real brick and mortar educational institution. That is the case with my topic this month as I share some healthy advice about loaning money to family…