4 days ago
3 Things to Remember When Taking the First Step Towards Retirement
I’m learning each day to look forward to what is coming as I stand where I am today. Being present in my life right here and now has created an appreciation for all that I have and an eagerness for what is yet to come. Every change I make takes me to that new and exciting place. Read More
2 weeks ago
What to Do So Your Inheritance Does Not End Up in the Hands of the Other Woman
“Money does not change people, it unmasks them.” – Henry Ford. Most people do not enter a marriage with the idea of ending it. But almost half of marriages do end. Dennis and Meghan were married for almost 20 years and had two teens…
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3 weeks ago
The Trail, The Flood, and My Quest for a New Route
My family has enjoyed a cabin in a small hamlet outside of Estes Park for over 40 years. Summers of my youth were spent fishing, hiking, and exploring amidst the granite rocks, pristine lakes, and whispering pines of my beloved Colorado…
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4 weeks ago
Retirement Takeaways from the SECURE Act
The SECURE Act was a big deal when it was passed in December of 2019. However, just a few short months later Covid-19 hit and the CARES Act was passed. Most people never had a chance to incorporate the SECURE Act into their retirement…
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2 months ago
3 Massive Reasons Not to Make a Big Deal About Your Upcoming Retirement at Work
How do you picture your retirement party at work? Do you imagine a room filled with champagne, laughter and plenty of stories celebrating your greatness? Or, do you picture half-a-dozen distracted co-workers standing in the break-room drinking $5 prosecco from plastic cups, glancing periodically at their watches as they try to determine whether they have spent enough time to be able to make a polite excuse so that they can get back to watching cat videos or writing emails? Read More
2 months ago
Waiting Until Retirement to Find Your First Consulting Gig is a HUGE Mistake! 4 Ways to Start Early
In a previous article, I argued that announcing your retirement at work is one of the biggest financial mistakes that you can make. Not only can talking about your retirement result in lower compensation towards the end of your career, but, it can also limit your ability to work as a consultant, either for your ex-employer or one of the companies that you worked with in the past. Read More
2 months ago
Older Adults Are Spending Epic Amounts on Home Renovations… But, it Won’t Matter if We Don’t Do This!
For most of our lives, home renovations involve making our home more exciting, inviting and valuable. New decks make room for summer BBQ fun, kitchen refreshes give us room…
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3 months ago
Annuities Without Commissions – Are They a Real Thing and Can You Benefit from Them?
At its most basic, an annuity is a contract where you give an insurance company a sum of money and they promise to pay you an income stream for a specific period of time, often your entire life…
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3 months ago
An Interview with a Retired Millionaire: Living Better for Less in Retirement
Today, I wanted to share an interview I had with a millionaire who has just retired. I wanted us to see how she thinks, how she lives, what she does. I hope it gives you some perspective about your life, your retirement savings and your relationship to money. Read More
3 months ago
Boost Your 401K in Your 50s and 60s with These 4 Simple Tricks
If you are in your 50s and 60s and haven’t saved enough for retirement, there are 3 short words that will kill all of your future dreams… “It’s too late.” In reality, there is plenty that we can do in the years leading up to retirement to give our 401K a boost. We just need to know where to start! Read More
