Jul 21, 2021
For most, family makes life – and life in retirement - rich and more enjoyable. But family can also complicate retirement. Retirement planning has traditionally centered on the needs of an individual or a couple. In the podcast I’ll be revealing some impacts that today’s family complexities and...
Jul 14, 2021
No amount of planning can prepare you for the loss of a husband or life partner. Either through death, abandonment or divorce. The financial fall-out can be devastating and hard to recover from. The mental fall-out can be much more damaging.
Listen to my podcast this week as I cover 8 steps to take if you find yourself...
Jul 7, 2021
Our economy has changed over the last decade and we are currently seeing interest rates at an all-time low, and volatility on the rise. Today’s Boomer population faces changes and risks unprecedented in history. In response, retirement savvy Boomers are embracing a new investment approach to secure and protect an...
Jul 1, 2021
Life is short, take the trip. As much as we want to save and prepare for our retirement, we need to make sure that we prioritize some fun. Budgeting and saving is important, but cutting unnecessary expenses from the budget can allow us to use some funds in other ways that are important.