Retirement Phobia is a Real Thing

Get this folks, according to a recent survey, 44% of men and 36% of women fear retirement more than death itself. According to the survey, the No. 1 fear Americans have about retirement is having a lack of income, with 87% saying that this scares them.
High Inflation Hits Retirees Hard

Inflation can be a retirement killer, but it doesn’t have to be for seniors who take the time to develop a plan for beating it.
This New Year, Get Your Finances in Order

There’s no time like the New Year to reflect on the past year and set the stage for a brighter 2022. You probably have motivation on your side right now so let’s look at a few areas to kick start your financial year.
Oh, For the Love of Money

Everyone has beliefs and habits surrounding money, and when yours don’t align with your partners it can create real problems. So this week, let’s discuss how couples with differing “money personalities” can co-exist with less conflict.
You’ve Met Your Retirement Goals – Now What?

Everyone’s retirement will look a bit different, so in this post we consider what happens when all of your planning has worked and the time to retire is here.
Getting Financially Back on Track After the Pandemic

As you’ve heard me say many times, having a complete retirement system with downside risk mitigation strategies is crucial to set yourself up for the best chance of financial success in retirement.
Social Security & Medicare Are in Trouble . . . And the Solutions Might Hurt

Our country is facing some critical challenges to keeping Social Security and Medicare solvent. In this week’s article, I’ll outline some solutions being tossed around and what their potential consequences could be to you.
Biden’s Proposal to Tax the Rich

This week I dig into some of the key points of the Biden tax proposal to help you better understand if – or how – you might be affected.