The stock market makes some people nervous. This can be especially true for young people (born 1981 to 1996) who grew up during the Great Recession. Not only did they…
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Is Your Retirement a Work of “ART”?
A hammock on the beach. Your favorite chair in the living room. Waking up when you feel like it. A blank calendar. Doing what you want when you want. Doing…
What’s Your Financial Philosophy?
Successful financial planning involves more than the balance in your portfolio. A strong financial plan represents what is important to you as an individual. Before talking about strategies, tactics, and…
How to Create an Emergency Fund
Are you ready for a financial emergency? If not, you are not alone. According to a recent survey from Bankrate.com, 57% of Americans don’t have enough cash to cover a…
Avoiding Financial Scams in Later Life
Jacob Myers had been hounding Vivian for months. At 86, Vivian was confident and lived an independent life. She didn’t make a lot of money during her lifetime, but careful…
Money Scripts: No Prescription Needed
According to Dr. Brad Klontz who founded the Financial Psychology Institute™, we all have money scripts that followed us from childhood. These unconscious beliefs about money can affect our everyday…
5 DIY Steps to Protect Your Identity
Identity theft is one of the most universal crimes in the world. Nearly 17 million Americans have been affected by identity theft, according to Javelin Strategy & Research. That number…
Can Being Alone Kill Your Retirement?
One in three Baby Boomers are unmarried. Most of us expect widowhood, but the vast majority are either divorced or never married. In reality, only ten percent are widowed. Even…
4 Secrets To Wise Investing
For more than twenty years we’ve helped people make wise investment decisions, and plan for life changing events like retirement and aging. In this article, we’re covering human nature and…
Mental Habits That Affect Graceful Aging And Retirement Success
“Someone stole my life savings. What am I going to do now?” “When I bought the time-share over the phone, I gave my personal information to a salesman. A few…
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