Managing Money in Retirement

A net worth statement is a selfie, a financial photo. It is specific to the day you compile the numbers. If you compute a net worth statement today, tomorrow, and the next day, each will be different. A net worth statement lists your assets – property that you own – along…

Each year, Social Security benefits experience a number of changes that affect those receiving benefits now and those who will in the future. Some of the factors affecting these changes to Social Security are consistent and relatively predictable…

Do you know about The Great Wealth Transfer? If not, you will. In fact, it is already under way. The Great Wealth Transfer involves $68 trillion dollars and is the largest, global intergenerational wealth transfer ever. In this article and accompanying video, we will look at what…

I love New Year’s Resolution time of year not because of the goal setting but because it gets us thinking about the results we seek. Once you know your desired outcome, your best success is focusing on the small, actionable steps that ultimately…

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 actually heard a woman say this on a podcast I was listening to. “If I’m not working, am I really worth anything?” My reaction? Out loud, I immediately said, “Oh dear!” Without even thinking, it just came out of my mouth. I still pray that her thought is rare…

Make a resolution to move forward right now with three steps to understand what you pay your financial advisor. It’s easier to understand your costs when they are broken down into specific items. With your financial health at stake, now is the time to look at the forest…

Sure, we all know we’re supposed to keep investing even if we’re using our retirement funds, but how can we invest in accordance with our values, support our communities while still increasing the likelihood of getting a return on our money?

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…

Reflecting on 2024, there is much you can celebrate. The most important is basking in the warmth of being with loved ones and sharing gratitude during the Thanksgiving holiday. Here are seven more reasons to celebrate 2024. You wise