Welcome to your ultimate guide to financial peace of mind! Our blog is tailored for empty nesters and active seniors looking to make the most of their hard-earned savings and investments. Discover practical tips for managing your retirement funds, smart budgeting techniques, and strategies for living your best life without financial worry. From understanding social security benefits to exploring new investment opportunities, we’re here to help you navigate your financial journey with confidence and ease. Embrace your golden years with the financial freedom you deserve!
When the kids move out, your financial life changes — and so do your opportunities. This guide to empty nest finances shows how to simplify, downsize, and invest wisely so you can enjoy true freedom, purpose, and lasting wealth in your next chapter.
Common wisdom states that you should start preparing for your retirement on the day that you receive your first ‘full-time’ paycheck. But, as many of us know, that is often easier said than done. For many individuals and couples who are 45+ years of age today, there are many retirement financial pitfalls that may have…
How Much Does It Cost to Live in Assisted Living? The reality check on the cost of assisted living presented in this article aims to provide you with a framework for financial planning but also to remind you of the resilience and adaptability of the human spirit.
As we approach the ‘golden years’ of our lives, planning for retirement becomes increasingly important. It’s a time of anticipation, but also one filled with crucial decisions about our financial future. This is where the right guidance can make all the difference, and what better way to gain insights than from experts who have penned…
Now that the COVID-19 international travel restrictions are loosening up (or soon to loosen up) everyone is itching to hit the roads or runways. But, before you pack those bags to catch that next flight to international destinations, make sure your financial house is in order. Our legal correspondent and tax law expert, Jeff Cohen,…
Tax filing season is upon us (as of this publishing date), and we may not be focused on our long-term goals until our filing is completed. But, once tax season is behind you, ignore these retirement financial pitfalls during the coming year at your peril. As this video from MarketWatch points out, the retirement landscape…
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