Retirement Planning

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

Although both men and women have access to the same retirement savings accounts, recent research has found that women are far less financially prepared to retire in comparison to their male counterparts. This isn’t only due to obvious reasons, such as the gender pay gap. Everyday reasons matter as well when it comes to saving enough for retirement. Read More

If you are currently covered under your employer retirement health insurance plan (other than government), you might be in for a big surprise! The health insurance market continues to evolve, and as more retired…
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For better or worse, there are a lot of retirement planning rules that involve how old you are. Knowing these rules can help you avoid higher taxes (and penalties), but they can also allow you to take advantage of certain benefits…
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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

“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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