Clik here to view.
Improve Retirement Readiness by Being Realistic About Social Security
We already know that the average American is financially under-prepared for retirement, putting them at risk for lifestyle cutbacks and even hardships in retirement. A recent study (University of...
View ArticleClik here to view.
Aging Safely – Self or Others
While we’re all aging, some of us are further along in the process than others! But even you’re still very young, you probably have people you care about who might be labeled an “older adult.” With...
View ArticleClik here to view.
Transition to Retirement
Guest Blogger Sandra McKinnon As a family wellbeing specialist, I have always been interested in preparing for retirement and helping people answer the question – will I have enough money to retire?...
View ArticleClik here to view.
Teachable Moments
I enjoyed a story shared by a gentleman who as a teen loved the challenge of rolling into a gas station with barely a drop of gas left in his tank…despite the warnings of his father, “be sure to keep...
View ArticleClik here to view.
Time to Check Beneficiary Financial Accounts/Retirement
A former colleague shared with me about her experience after retirement. It is crucial to make sure all documents and financial accounts are updated due to changes in life. Like annual medical...
View ArticleClik here to view.
Are Annuities Good For Everyone?
After reading through previous blogs to help brainstorm for this week’s post, I found myself reflecting upon personal experiences that led me down the path to becoming a Financial Counselor. One such...
View ArticleClik here to view.
Make the Most of Financial Literacy Month
April is Financial Literacy Month! This annual event reminds us ALL that we are never “done” with financial literacy. The world changes, financial products change, and our own needs change — that...
View ArticleClik here to view.
Thinking About Retiring Early? Things to Consider…Part 1
This is not a new phenomenon, but the Financial Independence, Retire Early (FIRE) Movement gained quite a bit of momentum over the past few years. As the pandemic raged on, many people started to...
View ArticleClik here to view.
Thinking About Retiring Early? Things to Consider…Part 2
Welcome back for the second part of “Thinking About Retiring Early? Things to Consider”. Last month’s post focused on what happens to your income when retiring prior to the more common retirement ages...
View ArticleClik here to view.
What if I Live to be 100?
When you reach your 60’s, as I have, you start taking a serious look at whether you are financially ready for retirement. As I talk with people about my own tentative plans, I frequently mention this...
View Article
