Managing Money in Retirement

I am a “mature” woman. Although I am retired, I do not think of myself as old. I exercise several days each week in a well-equipped gym – an hour on the stationary bike at high resistance and 10-15 minutes of rowing strokes. I also walk 4-5 miles at least two…

Have you ever felt guilty or frustrated with your lack of comfort with money? Or wish you felt more knowledgeable or confident when making financial decisions? Or wondered why your money personality is so different than that of your siblings, even though…

With today’s complex tax rules, taxes in retirement can be a nightmare. Retirement accounts come with many tax traps that even the most careful investors may fail to see. Therefore, it shouldn’t be a shock that some retirees might be paying more taxes…

One of my biggest lessons learned in the work world, when I first started working in finance, was that just because you did everything right, the next person or department responsible for finishing the task may not be as diligent. I remember saying out loud…

Have you talked with your elderly parents about their financial situation yet? They may have initiated a conversation, or you may have, either way it can feel awkward. But it is helpful to ensure our parents’ well-being, safety from scammers…

While planning for retirement, you may be running into the issue of wondering how to afford the retirement lifestyle of your dreams. An asset you may no longer need can provide you additional cash to solve that, your life insurance. Selling your life insurance policy to a licensed provider is known as a Life Settlement.

Having a roommate is probably something you haven’t done since your college years. But four decades after hanging up their caps and gowns, many people are considering it again. A 2018 AARP survey found significant interest in homesharing…

Whether you want to consolidate debts or take out a personal loan to ensure your vacation is amazing, let’s talk about the key features you might consider when looking for a personal loan. First, check if the loan provider you’re considering is legitimate…

Are you retired or is retirement within sight? Congratulations! Now you can do all those things you have dreamed of doing in your leisure years – travel, spend time with family, volunteer, play more golf or pickleball, or try something new…

As summer winds down and families gear up for the back-to-school season, it’s a perfect time to equip our grandchildren with essential skills for a financially savvy future. I think we can all agree that starting early with smart money habits sets a strong…