Blog
UPDATED: Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgement. Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have been known to plague...
UPDATED: Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources. What workers anticipate in terms of retirement income sources may differ considerably from what retirees actually experience. For many people, retirement income may come...
Women on the Rise
Conquering Unique Retirement Challenges Financial success is a goal for many, but women face unique barriers that can make that goal more difficult to achieve. Understanding today's financial landscape can help women rise to the challenge, know their worth, and take...
UPDATED: Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income. Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the...
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance. Extended-care coverage can be complex. Here's a list of questions to ask that may help you better understand the costs and benefits of these...
UPDATED: Why Medicare Should Be Part Of Your Retirement Strategy
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations. Certain features of Medicare can affect health care costs and coverage. Some retirees may do okay with original Medicare (Parts...
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance. Nearly 60% of women take the lead in managing their household finances, yet only 19% of women feel very confident in their ability to fully retire with a...
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are. Getting ready for retirement? Before you can cross that bridge, you’ll need to cross some important items off your to-do list. But thanks to our work together, you might be more prepared than you...
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed. For most Americans, Social Security has represented nothing more than some unavoidable payroll deduction with the positively cryptic initials of "FICA" and...
