March 2024: Low Interest Rates are Looming… So What Does That Mean For Me?
Lower interest rates are looming, so what does that mean for my money? As we consider the impact, we'll look first at what it means [...]
February 2024: How Retirees Can Weigh Financial Forecasts for 2024
Trying to weigh all the projections and forecasts is definitely a tall order. As we consider factors that can potentially impact retirement in 2024, we'll [...]
January 2024: Empowering Your Finances with This Year’s Resolution
This is not what it may seem. It’s not a prohibition on spending money or what to cut back on. It’s not about budgeting and [...]
Medicare 101
Medicare is often a confusing and time-consuming topic. It takes a lot of expertise to sort through. Do I choose traditional Medicare Part A and [...]
November 2023: “How to Shave Hundreds Off Your Credit Card Balance Before the End of the Year”
It’s almost the end of the year and many of us will be looking for a fresh start in 2024. One of the best ways [...]
October 2023: Strategies for Avoiding Retirement Pitfalls
Retirement is a hard-earned destination, but often folks lose the "golden" sense of this season because they just aren't properly prepared for life IN this [...]
September 2023: Truth or Myth? Understanding Annuities
The world of finance is full of perceptions and misperceptions about annuities. As an overview, annuities are a broad category of financial instruments that is [...]
August 2023: Managing Your Finances as a Member of the “SANDWICH GENERATION”
Overview If you’re finding yourself toggling between caring for the needs of an aging parent and a child, you’re not alone. The Pew Research Center [...]
July 2023: The Graying of America – An Overview and a Reinvention
The "Graying of America" in general is a familiar megatrend: seniors are steadily dominating more of the US population. One startling statistic shares that on [...]
June 2023: How Retirees Can Weigh their Financial Health
It's time for a checkup. Retirees have doctor visits to review their health in a variety of ways: blood pressure, cancer screening, annual visits. Finances [...]
