Category: retirement
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How Do You Really Feel About Money? Let’s Find Out
What kind of investor are you? What’s your money mindset? What’s important to you when it comes to money? You might think you know, but...
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7 Tips to Help You Thrive in Retirement
During your working years, many people stay so busy making money, building their careers and saving for the future that when the time finally comes...
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How to Structure Your Day in Retirement: Should It Include Working Part-Time
For many retirees, completely leaving their profession behind when they PIVOT away from the full-time workforce is undesirable for many reasons, and the question of...
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5 Factors to Consider When Finding the Right-Size Home for Your Retirement
Retirement can be an exciting time of transition and reflection, but it is also a time when many long-term decisions and full financial services need...
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Is It Time for Senior Housing? How a Personal Financial Group Can Help You Decide
Many financial planning discussions can be tough, especially when it comes to talking with your parents. But these conversations are important for everyone involved. Take,...
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Top 8 Reasons Why San Antonio is a Good Place to Retire
When it comes to retirement planning, it’s obviously very important to think about your investments and finances: How will you ensure that you have enough...
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7 Purchases Commonly Made Because of Adult Peer Pressure
Adult peer pressure is a real thing: I’ve been told that one in 10 Americans tell the other nine how to vote, where to eat...
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How the Holidays Affect Retirement Planning (San Antonio)
We all know that long-term savings is critical to financial success, but first we have to get our short-term (within the year) savings right. We...
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Retirement Planning Help: The Mechanics of IRA Deposits
Retirement is an exciting time – or it should be! I say this, because while many people, after years of commuting to work, punching the...
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What Do I Do Right Now? New Book Looks at Money and Retirement at Any Age
No one wants to be broke. No one racks up debt on purpose because they enjoy paying double for something as the interest they accumulate...
