Financial 7/9

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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!

Everything You Need to Know About Finding a Financial Advisor

Everything You Need to Know About Finding a Financial Advisor

Everything You Need to Know About Finding a Financial Advisor

Maybe not everything but a lot of good things to investigate. Keep in mind that this is a commercial website, but I think the article...

Dec 10, 20221 min read

Five potential red flags to watch for when choosing your next stock

Five potential red flags to watch for when choosing your next stock

Five potential red flags to watch for when choosing your next stock

Financial literacy is important as many of us will depend on portfolio returns to fund our retirements in whole, or in part. This article...

Dec 9, 20221 min read

Military Retirement and Transition

Military Retirement and Transition

Military Retirement and Transition

For all US veterans, thank you for your service. This is a great summary document from Annuity..org for understanding benefits across...

Dec 9, 20221 min read

Should Canadians collect CPP and OAS while working in their 60s?

Should Canadians collect CPP and OAS while working in their 60s?

Should Canadians collect CPP and OAS while working in their 60s?

Great clear article about the regulations in Canada related to extending work vs government pension impacts from Moneywise. - RetirementGoat

Dec 9, 20221 min read

Will My Son Get Stuck with the Timeshare When I Die

Will My Son Get Stuck with the Timeshare When I Die

Will My Son Get Stuck with the Timeshare When I Die

What may seem like an easy answer to many of us, the advice column from Dear Penny prompts some thinking about estate planning and...

Dec 8, 20221 min read

In what order should you tap your retirement savings

In what order should you tap your retirement savings

In what order should you tap your retirement savings

This is a factor that many of us don't consider either in planning or in accessing our retirement savings. Often the focus is on the...

Dec 8, 20221 min read

Is Paying Off Your Mortgage Before Retirement a Good Idea?

Is Paying Off Your Mortgage Before Retirement a Good Idea?

Is Paying Off Your Mortgage Before Retirement a Good Idea?

My first answer would usually be "yes, definitely" but this Kiplinger article puts some context around the question where the answer can...

Dec 7, 20221 min read

Roth Conversion Ladder Strategy - What it is and How to Use for Early Retirement

Roth Conversion Ladder Strategy - What it is and How to Use for Early Retirement

Roth Conversion Ladder Strategy - What it is and How to Use for Early Retirement

This is a clear description from the Money Crashers site about how US citizens can transfer funds from a traditional IRA or 401(k) Plan...

Dec 6, 20221 min read

Is AARP Membership Worth the Money?

Is AARP Membership Worth the Money?

Is AARP Membership Worth the Money?

With 38 million members, clearly many people think so. However, this article from GoBankingRates lays out the costs and some of the key...

Dec 6, 20221 min read

Real estate options to consider when planning your retirement

Real estate options to consider when planning your retirement

Real estate options to consider when planning your retirement

This is from the realtor site Open Door. While there have been articles posted on most of the alternatives listed here, I like that all...

Dec 6, 20221 min read

I Prepare Wills for a Living and Here are the 4 Things I Wish Every Family Would Talk About...

I Prepare Wills for a Living and Here are the 4 Things I Wish Every Family Would Talk About...

I Prepare Wills for a Living and Here are the 4 Things I Wish Every Family Would Talk About...

Great points in this article from Well + Good on some things that should be discussed well before it is too late. I like that it is only...

Dec 5, 20221 min read

What You Should Know About Reverse Mortgages

What You Should Know About Reverse Mortgages

What You Should Know About Reverse Mortgages

Reverse mortgages are a legal and popular financial product in the US, Canada (where the regulations are slightly different) and...

Dec 5, 20221 min read

Planning the Succession of Your Business

Planning the Succession of Your Business

Planning the Succession of Your Business

While many employees retire with the proverbial gold watch, others spend their career, or the latter part of it, self-employed. When...

Dec 4, 20221 min read

Divorce After Retirement

Divorce After Retirement

Divorce After Retirement

Divorce after retirement is a common occurrence today. After children have been raised and many life milestones achieved together, one or...

Dec 4, 20221 min read

How to Retire in Stages (and Why You Should)

How to Retire in Stages (and Why You Should)

How to Retire in Stages (and Why You Should)

Graduated retirement is more the norm now than ever. It eases both the financial and psychological stress normally associated with...

Dec 4, 20221 min read

Questions to Ask Before Paying Any Medical Bill

Questions to Ask Before Paying Any Medical Bill

Questions to Ask Before Paying Any Medical Bill

Great article and not just for US residents. This US News and World Report article lists some great questions to ensure that you are...

Dec 4, 20221 min read

7 Questions to Ask Your Aging Parents

7 Questions to Ask Your Aging Parents

7 Questions to Ask Your Aging Parents

This is an important topic as most of us are reluctant to discuss uncomfortable issue with our aging parents (or they are). Waiting too...

Dec 4, 20221 min read

Going it Alone - A Guide For Widows

Going it Alone - A Guide For Widows

Going it Alone - A Guide For Widows

This is a comprehensive guide from the Women's Institute for a Secure Retirement (WISER), which has great information and resources. This...

Dec 3, 20221 min read

5 Mistakes Couple Make When Planning for Retirement

5 Mistakes Couple Make When Planning for Retirement

5 Mistakes Couple Make When Planning for Retirement

Some sound points from the experts, the American Association of Retired Persons (AARP). The AARP has lots of information and membership...

Dec 3, 20221 min read

Why Owning Real Estate is a Good Idea in Retirement

Why Owning Real Estate is a Good Idea in Retirement

Why Owning Real Estate is a Good Idea in Retirement

Quick read from the Motley Fool. I note that some sources criticize holding too many assets that do not generate income in retirement. -...

Dec 3, 20221 min read

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