Category: retirement
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How to Navigate Sudden Wealth … And How Not To
We all dream of the day when a sudden windfall lands in our lap. While it may not happen to all of us, if it...
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10 Ways to Support Family Members Without Risking Your Retirement
Do you have that one person in your family who always comes to you for money? It seems like the more financially stable you are,...
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Seniors: Here’s a Tip to Lower Taxes While Giving to Charity
The holiday season is a time for reflection and giving back, and many people choose December as the month for making their charitable donations. Philanthropic...
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Classes on Retirement Planning Can Be a Huge Help
Retiring can be scary, but if you planned for retirement – how you want to spend your time when you’re not working, how you are...
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Where Will Your Retirement Money Come From?
When you’re in the workforce, your salary is usually your biggest stream of income. Once you retire, however, those paychecks go away. Have you ever...
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A Personal Health and Wellness Plan Can Help You Retire Happy Now
A thorough, holistic financial plan should really encompass your health and wellness, but it is easy to get caught up in your finances and forget...
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5 Surprising Facts You Didn’t Know About Social Security
What do you think of when you hear the words “Social Security”? Most people think of retirement benefits and not much else. But there’s so...
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How to Emotionally Prepare for Retirement – Why Friends May Be the Key
Retiring happy is a two-part process, but many people tend to skip the first step: Deciding how to structure your day in retirement and what...
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Advanced Estate Planning: What You Should Know
While many people think the term “estate planning” applies only to those with significant wealth, in reality, anyone with assets has an estate. Your estate...
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Do You Have an Emergency Fund?
If you’ve never had a financial emergency come up at a really inconvenient time, you’re in the minority. The truth is, unexpected financial burdens happen...
