Retirement Planning

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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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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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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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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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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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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Before March 2020, you might have made big plans for your retirement – travel, moving to a new home, pursuing a new business, starting new hobbies, pursuing all sorts of passions, and meeting new people. Then Covid happened…
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Divorce financial planning typically refers to the actual planning done during a divorce. When planning for retirement, there are certain aspects that you should be aware of if you have ever been divorced at some point in your life…
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I’m a member of the club women hate to join — the Widows Club.

When my husband died, it felt like a big part of me died, too. I lost the love of my life and the dreams we shared for our future. All gone in an instant and right after my 60th birthday. Read More

When one of your parents had an accident at home, no matter how minor, did you have a minor panic attack? Have you noticed your kids asking you the same questions you asked your parents, with the same concern in their voices? Read More