It’s that time of year when we are gearing up for the holidays, shopping, and finishing up loose ends. It’s also the time when we need to review all our financial stuff whether we are still working or retired. This includes things like our year-end tax planning, reviewing and making changes to our employee benefit …
I just celebrated my 64th birthday last month, and it’s hitting me like a ton of bricks that I’ll be enrolling in Medicare next year! The enrollment period lasts 7 months, starting 3 months before you turn 65, so that means next July I’ll be exploring my plan. Did you know that you must enroll …
How Retirement Income Planning is Different Than Financial Planning Read More »
My husband is eligible for his pension now and want to compare taking it at age 60 to age 65. He is also looking at taking Social Security early at 62 instead of 70. I think he will find it eye-opening at the least. There is magic in knowing these numbers. With this knowledge, you …
Are You Ready to Get Your Financial House in Order? Read More »
“One can never change the past, only the hold it has on you.” ~ Merle Shain It’s 2020! A chance for a fresh start. Hurray! Isn’t that what the New Year is all about? New beginnings can feel so good, so treat every day like a new beginning. Each morning when we wake up, we …
