by Kay Dee Cole | Sep 27, 2023 | Financial Planning, Tips for Saving
Where do you see yourself when you picture the later years of retirement? Are you at home, in an independent living community, or in an assisted care facility? Although it’s not fun to think about, most of us – nearly 70% – will need long-term care in our senior...
by Kim Hall | Sep 22, 2022 | Decision Making, Financial Planning, Tips for Saving
Close your eyes and think about money. What comes to mind? Are you swimming in a bath of Benjamins? Opening overdue bills? Scratching off a fresh lotto ticket? The answers to these questions can point you in the direction of your money script. A money script consists...
by Kim Hall | Jan 26, 2022 | Decision Making, Financial Planning, Organizing Your Finances, risk, Tips for Saving
Click here to download our Complete Guide to Changing Careers in Your 50s. The recent Covid-19 pandemic has made a big impact on the working world. Whether you’re working from home, the office, or a hybrid of both, chances are you’ve felt the impact of some major...
by Kay Dee Cole | Feb 3, 2021 | Taxes, Tips for Saving
Tax policy changes often, leaving many wondering: How does that affect me? What can I do? What does savings have to do with it? But trying to predict what may happen to your future taxes and savings is a lesson in spinning plates – you never know what plates drop...
by Kim Hall | Jan 14, 2020 | Retirement, Tips for Saving
Individual Retirement Accounts (IRAs) have been in the news a lot lately with the recent legislation changes, so it seems like a good time to review the basics of IRAs. All of the technicalities can get confusing fast, and having an understanding of the foundations...
by Kay Dee Cole | Aug 31, 2017 | Estate Planning, Financial Planning, News, Protecting Your Assets & Credit, risk, Tips for Saving
According to a survey by the American Psychological Association, women worry more about their financial security than men. Almost a third of the women surveyed said they worry about finances all the time. And more than half experience stress just trying to make ends...
