While these six red flags do not mean you will go bankrupt in retirement, they are a sign you need to reevaluate your budget. Continue Reading
Certified Financial Fiduciary and Author
What You Need to Know about Repaying Debts before and during Retirement
For many people, retiring without debt is not realistic. If this is the case for you, you will need to be strategic. Continue Reading
Are You Saving Enough Money Now to Pay for Healthcare in Retirement?
Retirement healthcare expenses are often much higher than people predict. Plan ahead to avoid running out of money. Continue Reading
What You Need to Know about Investing in Dividend Stocks for Retirement
Dividend stocks can provide additional income during retirement, but it is important to understand the unique risks of these investments. Continue Reading
Here Are 5 Often-Unexpected Taxes You May Face during Retirement
Many retirees end up paying more in taxes than they expect due to these common tax traps. Continue Reading
You Should Know These 5 Differences between ETFs and Mutual Funds
Retirement investors often find themselves choosing between ETFs and mutual funds. While they seem similar, there are key differences. Continue Reading
Does It Make Sense to Refinance Your Mortgage While Retired?
Because of low interest rates, many people are tempted to refinance their mortgage, but this is not always a good choice if you are retired. Continue Reading
Consider These 5 Key Directives as You Engage in Estate Planning
Preparing for retirement involves estate planning. Consider these five directives as you work through your estate plan. Continue Reading
Consider Creating a Trust to Take Advantage of These 6 Benefits
A trust comes with a number of financial benefits, from reducing estate taxes to offering protection for important family assets. Continue Reading
What You Need to Know about Investing in Annuities for Retirement
Annuities can be a great source of income during retirement, but you should be familiar with their intricacies before making a purchase. Continue Reading