Category Archives: retirement

budgeting, credit cards, IRAs/401(k)s · January 12, 2019

Podcast Episode – Special Episode For Federal Employees: Money Moves You Need To Know Now

Listen to Podcast Episode:This is a special bonus episode especially for Federal Employees whose pay is affected by the government shutdown in January 2019. I have to say.

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investing, IRAs/401(k)s, Portfolio Management · January 2, 2019

The 3 Best Investments for 2019

Happy New Year! I know this is a popular time of year to make resolutions, and for many of you that can include financial goal-setting. It’s also the time of year when we are hit with all sorts...

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Portfolio Management, retirement · December 19, 2018

The Upside of Downsizing Today (Not Later)

For those of you nearing retirement, deciding where to live is a big consideration. Most of you intend to stay right where you are. I get it. The home you are in today is full of memories...

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retirement, saving, social security · December 12, 2018

4 Numbers Key to a Secure Retirement

I am a big fan of taking the time to pause, take in a deep breath, and slow down. It helps to calm us, and more importantly to give us the ability to look at something anew...

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investing, retirement, Stocks/Bonds/ETFs · November 20, 2018

How to Invest for the Long-Term: Keep it Simple

Well, after more than 10 years of a very strong bull market, I can’t say I am surprised at the recent decline in stocks. I understand it can be unsettling. And you may be thinking you need to...

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insurance, medicare · November 7, 2018

Help a Loved One Shop for Medicare Part D

If you, or anyone in your family is enrolled in Medicare Part D, please take some time before December 7th to make sure you have the best plan for your needs.

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retirement, saving, Stocks/Bonds/ETFs · October 25, 2018

The Huge Money Mistake Too Many Millennials Make

A recent survey of millennial's found that nearly 4 in 10 adults between the age of 22 and 35 believe that there is no big rush to start saving for retirement, and that they can focus on other goals such…

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retirement · August 1, 2018

Suze Orman’s New Rules of Retirement

Personal finance expert Suze Orman has been dispensing tough-love guidance for years to people seeking financial security, so AARP asked the high-energy money guru to share some of her best planning advice with you.

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budgeting, retirement, Roth Accounts, saving · July 25, 2018

The Most Overlooked Retirement Strategy

Saving for retirement is job 1, 2, and 3 as far as I concerned. What you manage to save today obviously plays a big role in what you have to enjoy your tomorrows.

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