Retirement Planning

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…

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…

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

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…

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…

“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…

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…

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…

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