The “Desire-ment” years—redefining retirement pt2
What’s the first thing you think of when you hear the word “retirement?” Do you envision an older couple in a rowboat on a lake? You may not be far ...
The “Desire-ment” years—Redefining Retirement pt 1
To many, retirement means getting put out to pasture to live the rest of your days in peace. This isn’t surprising, as the word “retire” can have negative ...
... of the Covid-19 pandemic? But although life is unpredictable and uncertain, that doesn’t mean your plans should be.
We once had a client who had been divorced for many years. During our annual review ...
... Your Pad for When You’re Gone
It’s important to take a look around every part of your home (that creepy area in the basement you’ve been avoiding for years? Yep, that too!). It’s time to grab your pen ...
... is nearly five years longer than that of men. If the details of your financial situation are living in your husband’s head, then now is a good time to get them down on paper – no matter how old you are. ...
... closets, garage, basement, attic or wherever else you’ve been keeping stuff over the years. If you find anything you’d rather part with now than leave for your loved ones to find, toss it out.
Appoint ...
... to take a look around every part of your home (that creepy area in the basement you’ve been avoiding for years? Yep, that too!). It’s time to grab your pen and paper and carve out an afternoon to get everything ...
... Women on average have a life expectancy that is nearly five years longer than that of men. If the details of your financial situation are living in your husband’s head, then now is a good time to get them ...
... $20 for the better part of 3+ years, so when it went to around $40, they believed it would go down. The group on Reddit could accomplish two things by purchasing the stock en masse:
They could start ...
Women Helping Women: Giving Thanks Safely
As Covid-19 cases are on the rise, having a happy Thanksgiving this year may look a lot different than years past. We know that even in a crazy year like ...
... was true—all four of the kids had gone to school and then moved back home for a few years before truly going out on their own. He was apparently ahead of his time, however, as today being a “boomerang” ...
... each option in 10 weeks, 10 months and 10 years. Consider that in 10 days you may still be wondering if you made the right decision, or may still be pinched by the financial repercussions, but what about ...
... decision in 10 minutes, 10 days or 10 weeks (you can do weeks, months or years too). While a child may be more upset in 10 minutes about not getting that ice cream, for example, will they even remember ...
... worth noting that even if you have not worked, you are still entitled to claim “spousal” benefits.
And, if you were married for more than 10 years, divorced and have not remarried, you are still ...
... expectancy of 86.6 years?* That’s the average, which means many will live longer. But why does it matter?
In theory, you should receive the same lifetime amount of Social Security regardless of whether ...
... able to claim spousal benefits if you were married for at least 10 years and have not remarried (even if your spouse has remarried)
Assuming your spousal benefit would be larger than your own, you ...
... replaced
Remember that you may be entitled to spousal Social Security benefits—if you were married for at least 10 years and you do not remarry, you are eligible to collect spousal benefits if they are ...
... of the future using the 10, 10, 10 rule—which simply has you consider how you might feel about a decision in 10 weeks, 10 months and 10 years. Consider that in 10 days you may still be wondering if you ...
... what truly matters in life, secure in the knowledge that the important financial details are being addressed.
With over fifty years of combined experience we offer a wealth of expertise and unprecedented ...
... Risk Profiling System. Developed and tested in Australia over 4 years with the assistance of the University of New South Wales' Applied Psychology Unit, the FinaMetrica system has gained international ...