Managing Money in Retirement

In my last Sixty And Me blog, Do You Need a Long-Term Care Plan? I noted there are three sources of money to pay for long-term care: your own money, government sources and insurance. Let’s look at the options we have when it comes to long-term care…

New year, new start, new way to do something, a new opportunity to improve your life… at least that’s how we often start the new year, right? Take advantage of those good intentions to get yourself headed in the right direction, whether it’s related…

Social security, pensions and annuities can all be dependable sources of monthly income. So too can real estate. But before you cash out your retirement fund and buy a rental property, here are five things you should know…

I wasn’t old enough to rent a car, but in my early 20s a major brokerage firm recruited me to become a stockbroker. Now I’m sharing five very simple lessons that will help you get closer to financial freedom…

Susan and David, in their 60s, had a tumultuous marriage that lasted for 40 years. They faced more than their share of challenges. Building a new business in a new country when they arrived in the US as newlyweds was one of them. While the business…

Now that we are in the month of New Year’s resolutions, we often have change on our mind. We all have something we know we want or need to improve in our lives. The hardest part can often be getting motivated to make that change, identifying…

While it can feel intimidating to end a relationship, it’s critical to get the help you deserve. Plus, moving on to another chapter doesn’t necessarily mean that you dislike your advisor or that anybody is a bad person. Sometimes a financial…

Women are living longer than ever and are remaining vital into advanced old age. As a result, it is possible that we will outlive our significant others and our savings or will need to supplement our retirement income. Additionally, many of us who have aged…

As 2021 comes to an end, it’s an excellent time to review your finances for any tax moves that might benefit you. This time of year might be busy with seasonal events and other deadlines, but some opportunities come with an expiration date…

You may have heard the acronym K.I.S.S. which stands for Keep It Super Simple (or is it Keep It Simple Stupid?). Simplifying, decluttering, downsizing, uncomplicating (is that a word!?!) are all referring to great advice, in my opinion, to clarify the situation…