12 Feb 2021
0 CommentsAs with many other programs, the AARP Foundation Tax-Aide program is yet another semi-casualty of the pandemic. While it will be in place this year, in very limited form, in-person help will be mostly curtailed. But help is still out there for those determined to get it.More
20 Jan 2021
0 CommentsCOVID has affected every single American on some level. More
14 Jan 2021
0 CommentsListen in to Conversations. In this podcast, we talk with Alice Tseng about how reverse More
16 Dec 2020
0 Comments“What is the burning issue that prompted you to call me?” That’s the first question I ask people More
21 Sep 2020
0 CommentsSociety would have us believe that as we age into our 60s, we should be at or close to retirement, that our More
17 Jul 2020
0 CommentsYou’ve been planning for this for years: the ability to retire. You’ve saved diligently, discussed the transition More
25 Jun 2020
0 CommentsAs part of the Coronavirus Aid Relief and Economic Security (CARES) Act of 2020, More
25 Mar 2020
1 CommentThe Booming Better Expo has been moved to OCTOBER 24, 2021. Still taking place at Reid Castle More
12 Mar 2020
0 CommentsBeginning 2020, the “Secure Act” changes how beneficiaries may take distributions from qualified retirementMore
5 Apr 2019
0 CommentsLet’s start with how Social Security works and look at some practical situations. Social Security benefitsMore
6 Jan 2018
0 CommentsIn my work as a Certified Financial Planner, I always discuss the topic of housing with my clients as they plan for retirement. More
16 Oct 2017
1 CommentWhile the transition into retirement can be an exciting time for people, it can also be a stressful period. On the Holmes-Rahe Stress Inventory, a “life More
25 Jun 2017
0 CommentsSandra and Ken are in their mid-60s and just easing into their retirement routine. They always felt they had planned well for their “golden years,” with expected income More
Facebook
Instagram
28 Mar 2021
0 Commentsnot your parents’ retirement
Once upon a time, we worked for the same company for 40 years and retired with a gold watch at 65. We were expected to live another five years, financing this remaining time with a combination of social security and a pension from our employer. More