This post was last updated on January 03, 2025, to reflect all updated information and best serve your needs.
You may have spent your whole life working towards retirement. However, as you get closer to retirement, there are so many feelings and doubts that can creep in and cause you stress. There’s no need to worry – as long as you have a plan.
This post was last updated on January 02, 2025, to reflect all updated information and best serve your needs.
Retirees who work with a financial advisor are happier and more confident – in their finances and in life. Many of us have concerns about money. So, it makes sense that getting expert help would increase happiness by reducing financial stress.
The right financial planner does so much more than just help you with a 401k rollover. A true expert takes the time to get to know you and craft a detailed, thought-out plan around your hopes and dreams. The process should center around you, not your money.
This post was last updated on December 31, 2022, to reflect all updated information and best serve your needs.
If you’re concerned about whether or not you will have enough money in retirement, you should be. Research has shown that men and women are living longer, which means we could well have a good 30 years of life left in retirement.
This post was last updated on January 03, 2025, to reflect all updated information and best serve your needs.
Proper planning is crucial to ensure a smooth transition into a fulfilling retirement lifestyle. However, it can be really intimidating when you first get started. You aren’t the first person to retire, so you can draw on the experience of others who’ve walked this path.
This post was last updated on January 02, 2025, to reflect all updated information and best serve your needs.
For some people, the “traditional” idea of retirement just doesn’t fit their lifestyle. The idea of never working again, going to the golf course every day, and just lounging around doesn’t sound very appealing. Luckily, you can craft what retirement will look like for you – even if you don’t really retire.
Medicare is an important coverage that provides security to the majority of Americans. Medicare Open Enrollment is the time when you can change your Medicare coverage for the next year, and includes Part D prescription drug coverage.
You may think that you know all about Medicare open enrollment because it happens every year. But this year is a little different from last year. Here are some ways to prepare for Medicare open enrollment for 2022 so you have a better idea of what to expect.
You weren’t expecting to retire at this time, but life has happened. Circumstances beyond your control have left you with little option other than retirement (forced or not), so you’re probably a little scared and unprepared.
Maybe it’s a medical situation, or you have to take care of a loved one, or maybe you were simply forced out/downsized. Whatever the reason, here are things you can do to help you plan for retirement when you weren’t expecting it.
You’ve probably heard the term “Consumer Confidence” before, likely reported on your local news broadcast or business channel. Maybe you’ve heard of the “Consumer Confidence Index” and wondered if those two terms were the same thing, or something different.
Either way, you’ve probably noticed that these terms are discussed quite often, and seem to matter a great deal to some people. While these terms are related, they are not exactly the same.
Real estate plays a very important role in the U.S. Economy. Even if you’re not planning to sell a home or buy a home, what happens in the housing market affects us all.
Housing is one of the biggest expenses of homeowners, and it’s also the biggest source of wealth for many Americans. If you own a home, rent a home, or require a home, this article will help you to understand why new home sales are important to the economy, even if you’re not the one buying the new home.
Below is a fantastic guest from Certified Coach, Samantha Lane. We hope you enjoy and be sure to reach out to either Samantha or me with any questions. Happy Halloween!
There can be a lot of spooky things when change is on the horizon. Rather than goblins, mummies, or ghosts looming around the corner, it’s often anxiety, perfectionism, and despair rearing their ugly heads.
