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Retirement Planning

Retirement planning isn’t just about saving money. It’s also about making sure that you have the skills, passive income and passions to get the most from life after retirement.

How Long Should You Keep Personal and Financial Documents?
1 month ago

How Long Should You Keep Personal and Financial Documents?

If you are like many of us and recently found yourself sorting through numerous documents to find papers needed for your tax return, then you may be ready to get organized. Finding all the documents our accountant needs in order to prepare…
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Top 10 Things to Do Before Retiring
1 month ago

Top 10 Things to Do Before Retiring

In many ways, retirement feels like crossing the finish line of a very long race. It’s the milestone that we all work towards throughout our careers. But it’s important not to retire too early. Doing so could make it difficult to enjoy your newfound freedom…
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Are You Emotionally Ready to Retire? Here Are 5 Questions to Help You Decide
3 months ago

Are You Emotionally Ready to Retire? Here Are 5 Questions to Help You Decide

If you’re thinking about retiring in the next few months or years, then chances are, there will be a number of different factors affecting your decision. As well as considerations about how retirement will affect health and happiness; it’s also now necessary to take into account…
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How Rebalancing Your “Life Portfolio” Can Help You to Achieve Financial Success After 60
3 months ago

How Rebalancing Your “Life Portfolio” Can Help You to Achieve Financial Success After 60

There is no part of life that can be experienced in a vacuum. Each decision you make impacts other areas of your life. I know, for instance, that if I have a glass of wine, it will trigger a migraine, and I will be wiped out for three days…
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8 Powerful Retirement Lessons I Learned in a University Class
5 months ago

8 Powerful Retirement Lessons I Learned in a University Class

Several years ago, my husband and I took a retirement class. This was not one of those fancy dinners in an expensive steak house given by investment firms looking to solicit business, but an actual class taught through a university extension…
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Is Buying a Home After 55 a Good Idea?
5 months ago

Is Buying a Home After 55 a Good Idea?

Retirement is an exciting time for us independent adults with its endless possibilities for travel, entertainment, and new friendships. But when it comes time to decide where to live during those later years, it’s important to take all options…
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Get More from Your Money with Retirement Distribution Planning
6 months ago

Get More from Your Money with Retirement Distribution Planning

One of the major concerns for those entering into retirement is no longer having a paycheck. In addition, there is a normal fear of running out of money and having to spend what we spent a lifetime saving. One of the primary issues is…
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End-of-the-Year Tax Planning for Responsible Mature Women: 8 Tips You’d Want to Consider
6 months ago

End-of-the-Year Tax Planning for Responsible Mature Women: 8 Tips You’d Want to Consider

December is upon us, and, before we know it, we will be celebrating the new year. Many times, though, people wait until January to look at their income tax situation and begin gathering all of the documents coming in the mail…
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Are You Being SMART? 4 Tips for Setting Your Financial Goals After 60
8 months ago

Are You Being SMART? 4 Tips for Setting Your Financial Goals After 60

Historically speaking, your financial adviser’s job has always been to help you reach your financial goals. If you wanted to retire, travel or buy that vacation home, you were only to set your goal, and your adviser would tell you how to get there…
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Trying to Save Money for Retirement? Understand the Tricks Advertisers Use
8 months ago

Trying to Save Money for Retirement? Understand the Tricks Advertisers Use

Boomers are bombarded daily with advertising messages that attempt to influence us. Recognizing some of their tactics can make us less susceptible. It is rare that someone in the business world describes these tactics in detail…
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