Managing Money in Retirement

Struggling to keep up with loan payments? You’re not alone. The average American carries over $6,000 in credit card debt and total consumer debt has reached record highs. Rising costs for housing, healthcare and everyday essentials have pushed millions into financial hardship…

You’ve seen a lot. You’ve made good choices. You’ve learned from the bad ones. So, when it comes to money, it makes sense to want to feel sure about what you’re doing. But what if that feeling of certainty is exactly what’s keeping you stuck? And what if that certainty is preventing…

Сeven provisions in the new OBBBA (One Big Beautiful Bill Act) could significantly increase ACA (Affordable Care Act) health insurance costs for some seniors in 2026. Understanding these seven provisions, and careful financial planning could help you avoid some…

Putting a chunk away for retirement in 2025 – perhaps it was a New Year’s resolution, or, more likely, it’s simply a goal you have every year. In either case, now that we’re more than halfway through 2025, how are you feeling about reaching that goal? Being as it is that life rarely follows…

Seniors can save money with tax provisions in the new “OBBBA” (“One Big Beautiful Bill Act”). The new law took effect on July 4, and it can save money for seniors in 2025 and future years. Here is how thoughtful tax and financial planning can help you keep more of your wealth…

I still recall an impactful conversation that took place several years ago, shortly after my book was published. While attending a community luncheon, I was seated at a round table with several couples. We exchanged pleasantries over salads and iced tea…

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…

You’ve worked hard, saved diligently, and now you’re stepping into retirement – or maybe you’re already there. But as you change AND the world around you continues to change, it might be time to fold in some new knowledge! One of the smartest things you can do right now?

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…

I invite you to take yourself off of autopilot mode for a minute when it comes to how you and your significant other handle your finances. Research suggests that half or more of our daily activities are driven by habits, done with little or no conscious thought. I would argue…