27 Jan 2023
0 Commentspricing your home
Does this find you wondering whether buying or selling a home based on a per square foot price is still a thing? More
work and retirement
7 Dec 2022
0 Commentsmeet our volunteer heroes
A former school librarian who coaches Latino youth with college applications; a retired teacher More
19 Apr 2022
2 Commentsmeet these entreprenuers
In the summer of 2020, as the world was defending itself from the sucker punch delivered by COVID-19More
20 Dec 2021
0 Commentssaving social security
Talk with almost any person you meet about Social Security and, more often than not, they’ll comment that theMore
12 Feb 2021
0 Commentsfree tax help during covid
As 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
16 Dec 2020
0 Commentsready to retire?
“What is the burning issue that prompted you to call me?” That’s the first question I ask people More
21 Sep 2020
0 Commentsreinventing retirement
Society 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 Commentssafeguarding your retirement
You’ve been planning for this for years: the ability to retire. You’ve saved diligently, discussed the transition More
25 Jun 2020
0 Commentsrmd’s suspended for 2020
As part of the Coronavirus Aid Relief and Economic Security (CARES) Act of 2020, More
25 Mar 2020
1 Commentbooming better expo
The Booming Better Expo has been moved to OCTOBER 24, 2021. Still taking place at Reid Castle More
12 Mar 2020
0 Commentssecure act changes to retirement accounts
Beginning 2020, the “Secure Act” changes how beneficiaries may take distributions from qualified retirementMore
5 Apr 2019
0 Commentssocial security basics
Let’s start with how Social Security works and look at some practical situations. Social Security benefitsMore
6 Jan 2018
0 Commentshow housing plays into planning for a longer retirement
In my work as a Certified Financial Planner, I always discuss the topic of housing with my clients as they plan for retirement. More
1 2
Facebook
Instagram
3 Feb 2023
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