If you are within 5 years of retirement, you are in the “red” zone. Small actions such as reviewing your investments and/or updating your financial plan can have a significant outcome because of how… Read More
7 Must Dos As You Approach Retirement
Do you know what 7 steps you need to take prior to retirement in order to assure yourself of a secure retirement? Saving for retirement can be so much easier to implement than withdrawing… Read More
Social Security Benefits Can Be Taxable! Be Forewarned.
Surprise, your Social Security benefits are taxable benefits! Retirees are often surprised that their Social Security benefits are taxed. The tax is most often encountered by retirees with higher incomes. However the proportion of Social… Read More
When Should a Women Claim her Social Security Benefits?
Why do so many claim Social Security benefits early? Under normal circumstances, the earliest that you can claim your Social Security benefits is age 62. Doing that however condemns you to a permanent reduction in… Read More
Does Money Deliver Happiness?
How do you make money boost your life satisfaction? Money can be an opportunity for happiness as long as you don’t squander it. How do you use your money to maximize your happiness? All too… Read More
10 IRA Mistakes to Avoid
Make wise choices with your IRA and avoid these 10 common mistakes Waiting until the 11th hour to contribute to an IRA … Read More
Retirement Income Spending, Are We Doing It All Wrong?
Typically, when you are planning for your next vacation, you are most likely thinking about where it is you want to visit, how you will get there and once you are there, what activities you… Read More
Women, Relationships and Money, They Are Connected
Your relationship status can play a significant role in how you think about and manage your money. The financial services organization, Equitable Advisors, recently employed an independent research firm to survey more than 1,700 women… Read More
5 Factors to Consider For a Healthy Retirement
The transition from work to retirement can be challenging The following are 5 factors that can determine how secure and successful your retirement will be so that you can live a healthy retirement. Don’t retire… Read More
Retire with a Purpose and Live a Fulfilled Retirement
Do not retire without a plan for the rest of your life. For many, retirement can be a dream come true. You have ample free time and not much responsibility. No more 9-5 days at… Read More