Blogs

No Retirement Savings at 50
The alarm goes off, the coffee begins brewing – another workday is underway. It’s the rinse and repeat of the daily grind. But what’s your end goal? At some point,

Welcome to Your Worry-Free Retirement!
I’m thrilled that you are taking the time to learn all you can about the new retirement. My work is designed to not only make a potentially dry, dour subject

“I’m the Luckiest Old Broad on Two Feet!” Betty White is Still Hot turning 97 Today – No Retirement in Sight
She claims to be the luckiest old broad, my dear friend Betty White turns 97 today, and I can’t think of anyone that has done a better job of living

Do Lucky Broads Like Betty White Retire?
Before I answer that question with an obvious answer, I want to share my thoughts after traveling around the country this past year. I’ve been meeting with many seniors who,

3 Things Betty White Taught Me About Retirement
Nine years ago, one of our executives who happens to be a marketing genius, walked into my office with an idea that I thought was completely crazy. He said we

Social Security 2020: The Good, The Bad, and The Ugly
Social Security in 2020 is shaping up to be a case of The Good, The Bad, and The Ugly: Recipients receive a monthly 1.6% cost-of-living adjustment (COLA). It now takes

4 Ways You Can Boost Your Retirement Savings Now
Today’s lifespan is about 80 years – 78.7, to be exact – and many people look to retire at age 62. So, retirement is about an 18-year span. But, you

Are Shopping Clubs for You?
Everyone has that friend, the one who slides into the conversation the fact they saved big dollars at Big Box Store X – and openly wonders why you’re not doing

Avoiding Financial Toxicity After a Cancer Diagnosis
If you or a loved one is diagnosed with cancer — which expert should you see first: a medical specialist, or a money manager? Believe it or not, option two