How to Downsize in Retirement
April 12, 2022
Many retirees choose to downsize for retirement, swapping their house for one that’s smaller and takes less upkeep. There are a lot of benefits to downsizing, including saving money as well as spending fewer hours on cleaning and yardwork.
Mental Health Awareness Month: How to Know (and Help) When It’s Just Too Much
April 21, 2022
There’s a famous quote attributed to several people (including the late comedian Robin Williams) that goes something along the lines of: Be kind, for everyone you meet is fighting a battle you know nothing about.
Checklist: What to Do When A Loved One Dies
April 29, 2022
When a loved one dies, you might feel overwhelmed with grief. It can be extremely difficult to keep up with everything that needs to be done to get things in order.
How Multi-Generational Financial Literacy Impacts Retirement Planning
May 11, 2022
All of us fall into a generational category whether we’re Gen X, millennials or boomers, and though we’re all unique individuals, the trends of our specific generation come into play in many ways including financial literacy and how we plan for retirement.
Financial Literacy: Planning for Retirement and Beyond
May 18, 2022
Are you planning for retirement, nearing retirement or living as a retiree and not feeling fully comfortable with managing your money? Or maybe you think you’re on track financially, yet you suspect you may need to tweak a few parts of your plan?
Annuities: When is One Right for You?
May 9, 2022
Annuity is a general term for a group of insurance products that pay income over time after you contribute a lump sum or periodic payments to an insurance company. Annuities tend to be secure and reliable investments because they do not fluctuate greatly with stock market downturns.