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 [...]
May 2023: How to Navigate Beneficiary Arrangements
End-of-life planning is no picnic, but the process is an important way to help minimize confusion and avoid potential conflict after the death of a [...]
