Managing Money in Retirement

Have you applied for Social Security benefits only to find that you will get less than you expected? Many government workers are shocked to learn they will get a lower payment when they retire…
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IRAs, or individual retirement accounts, are tax-deferred investment accounts. You can either fund them directly, assuming you otherwise qualify, or use them to rollover 401k/403b funds. For this reason, these accounts…
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My aging parents are both over 80. They live in their own home and are managing their day-to-day activities and financial affairs with admirable fervor and zest. I see them every few months, and we talk regularly on the phone. They acknowledge…
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Talking around the dinner table as a young girl is where I heard the story of my grandma Helen’s first husband. It turned out that 1941, the year of the Pearl Harbor attack, was also a year that will live in infamy in the history of my family…
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Like so many women in our Sixty and Me community, the landscape of my life is continually shifting. I spent 40 years working full time in the technology business while raising my two boys and balancing life and work. I retired from…
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My grandfather, who passed away years ago, was a man I greatly admired. He was a decorated pilot who flew cargo missions over the Himalayas in World War II. He risked his life serving in the vital supply link that helped the Allies…
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You have spent years learning about how to “save” for retirement. Save first, spend later. Dollar Cost Averaging. Asset allocation and rebalancing. In the United States, you have put money into your IRA, or your employer…
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If you had to choose one word to describe what money means to you, what would that word be? Survival, security, love, power, independence, or something else? Whatever word you identified is the result of years of experiences…
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We all know that men think differently, and this includes all areas of life. Including money. Here’s a real life example: Jack and Sarah went in to see their banker. Jack stated that he wanted the mortgage paid off in five years and asked…
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Charitable giving often conjures up images of the uber-wealthy creating foundations and complex trusts. While this is certainly true, a lot of people without millions regularly give money to the causes they support…
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