Managing Money in Retirement

It’s Christmas Day and Angela, 74, is sipping a cup of coffee in her son’s living room. A beautiful Christmas tree stands in the corner covered with ornaments and bright colorful lights. The room is filled with the warm and delicious smells…

For years I thought I had my finances and investments figured out. I had a financial advisor and felt well taken care of. I was grateful to have this smart man advise me and manage my investments for my retirement. Whilst we never socialized…

Have you tried a tongue twister in a while? Try saying “financial freebie frenzy” three times fast! I am referring to all of the great attention the topic of financial literacy gets every April, which has been happening every year since 2004 when…

Quarantine. Lockdown. Shelter in place. Social distancing. Covid-19. Who heard of these terms before, or even knew what they meant – let alone were intentionally living them every day – until 2020!? Hopefully, going forward, none of us will spend…

Retirement planning for widows (and widowers) involves some unique aspects that must be considered in addition to the emotional grief and stress that comes with losing a spouse. There seems to be some correlation between times…

Many of you might have purchased life insurance at some point because someone depended on you financially and you are a responsible person. But what if you were sold a permanent policy that you don’t need anymore, if you ever needed it…

I have been dealing with the topic of the transition to retirement for the past 25 years. I have come to the conclusion that retirement is not about an age or an amount of money; it is about when work – earning an income – becomes optional!

Once upon a time… she kissed the frog who turned into a prince… and they lived happily ever after! Is that how your marriage story went or is going? Mine neither! Although I do have to say that after 37 years, my husband and I feel less stressed, happier…

Many seniors feel overwhelmed with their financial situation. It could be credit card debt or piled up medical bills. No matter the source, you are not alone…

If you thought dealing with money issues can be tricky in a marriage, it’s way more difficult in a remarriage. In a marriage, you have two people from different backgrounds with different approaches to money…