Financial 3/9

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Welcome to our Blog! Here you will find a selection of handpicked articles and original posts that can help you think about how you want to plan your retirement. You can use the filters below to switch between original 'Posts' and 'Articles' from various categories about all things retirement!

10 Questions to Ask Your Financial Planner

10 Questions to Ask Your Financial Planner

10 Questions to Ask Your Financial Planner

This is directly from the Certified Financial Planner website. Great questions that are foundational, but not comprehensive, in a...

Feb 23, 20231 min read

Estate Planning: 4 Strategies for Leaving Assets to Heirs

Estate Planning: 4 Strategies for Leaving Assets to Heirs

Estate Planning: 4 Strategies for Leaving Assets to Heirs

Here are a few different options to distribute assets to consider when estate planning. - RetirementGoat

Feb 19, 20231 min read

Retirement Planning for Women: Special Considerations

Retirement Planning for Women: Special Considerations

Retirement Planning for Women: Special Considerations

Lots of great, and varied, information here from Entrepreneur. Diffiaculty in writing an article like this is that personal situations...

Feb 19, 20231 min read

What is Your Plan B? Prepping for a money reset

What is Your Plan B? Prepping for a money reset

What is Your Plan B? Prepping for a money reset

Great short article from Reuters on being prepared financially. While most of us have a plan, this is one area where good financial...

Feb 18, 20231 min read

Why '65' Isn't The Magic Number For Retirement Anymore

Why '65' Isn't The Magic Number For Retirement Anymore

Why '65' Isn't The Magic Number For Retirement Anymore

I know many people who would challenge that there are limits to how much time you can spend on the golf course. Still, the point of this...

Feb 18, 20231 min read

Top 4 Takeaways From My Past Decade of Investing Experience

Top 4 Takeaways From My Past Decade of Investing Experience

Top 4 Takeaways From My Past Decade of Investing Experience

I would suggest that this verges on "must read" territory. This is a two-part article from Seeking Alpha, with the first three learnings...

Feb 14, 20231 min read

Financial Literacy: 10 Ways to Improve It

Financial Literacy: 10 Ways to Improve It

Financial Literacy: 10 Ways to Improve It

This article, from Entrepreneur, provides a number of suggestions to improving financial literacy, rightfully starting with starting or...

Feb 10, 20231 min read

Bonds Can Be Taxable or Tax-Free - Here's Your Guide

Bonds Can Be Taxable or Tax-Free - Here's Your Guide

Bonds Can Be Taxable or Tax-Free - Here's Your Guide

Quick Primer from Business Insider on the tax implications of personally investing in bonds. - RetirementGoat

Feb 8, 20231 min read

Can the Gray Divorce Be a Perfect Financial Storm?

Can the Gray Divorce Be a Perfect Financial Storm?

Can the Gray Divorce Be a Perfect Financial Storm?

I think that most every divorce likely qualifies as both a financial and emotional storm. The longer the marrage, the more difficult it...

Feb 7, 20231 min read

This American retired in Ecuador at 49

This American retired in Ecuador at 49

This American retired in Ecuador at 49

The trick to early retirement is sometimes wealth accumulation and other times wealth management. This article from USA Today cites an...

Feb 7, 20231 min read

Growth vs Value: Two Approaches to Stock Investing

Growth vs Value: Two Approaches to Stock Investing

Growth vs Value: Two Approaches to Stock Investing

These are investment terms that are used often in financial articles. This article from TipRanks explains the differences, and...

Feb 7, 20231 min read

How to Create Your Retirement Glide Path

How to Create Your Retirement Glide Path

How to Create Your Retirement Glide Path

Some interesting thoughts, from nerdwallet, particularly on the idea of phased retirement and wellness into retirement in this short...

Feb 6, 20231 min read

How to Find a Job Even at an Older Age

How to Find a Job Even at an Older Age

How to Find a Job Even at an Older Age

Lots of good fundamental advice here. However, I would suggest a couple of additions including deciding both what you want to do and how...

Feb 3, 20231 min read

7 Myths About Long Term Care Homes

7 Myths About Long Term Care Homes

7 Myths About Long Term Care Homes

From Montana Senior News, a number of good points, with examples of the costs (high), the likelihood of avoiding living in a care home...

Feb 2, 20231 min read

Don't cry for me I'm in Argentina

Don't cry for me I'm in Argentina

Don't cry for me I'm in Argentina

While not truly a retirement article, it certainly illustrates some of the key risks of relocating or purchasing a second home in another...

Feb 2, 20231 min read

How to Create a Retirement Income Plan Based on Cashflow

How to Create a Retirement Income Plan Based on Cashflow

How to Create a Retirement Income Plan Based on Cashflow

Really smart approach from Kiplinger, particularly for retirees with multiple sources of incomes, company pensions, government,...

Feb 2, 20231 min read

What to do when your term life insurance is ending?

What to do when your term life insurance is ending?

What to do when your term life insurance is ending?

This is a decision for many on when do you no longer need life insurance or how much? Good overview on some of the options and...

Jan 31, 20231 min read

Dividend Growth Stocks as a Driver of Retirement Strategy

Dividend Growth Stocks as a Driver of Retirement Strategy

Dividend Growth Stocks as a Driver of Retirement Strategy

In this article from The Street, dividend growth stocks are discussed as part of an investment strategy with some of the benefits as well...

Jan 30, 20231 min read

How Divorce Impacts Your Estate Plan

How Divorce Impacts Your Estate Plan

How Divorce Impacts Your Estate Plan

Lots of information here, from smartasset, on some of the long-term planning requirements post-divorce. It is worthwhile to note that...

Jan 26, 20231 min read

Before my husband's death I thought we had our affairs in order

Before my husband's death I thought we had our affairs in order

Before my husband's death I thought we had our affairs in order

This is a bit of a cautionary tale from ABC News in Australia about a widow that thought she was well prepared with her spouse's will and...

Jan 24, 20231 min read

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