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Posts by Barb
Review Your Insurance Policies and Long-Term Care Plans Before the Year Ends
December is a time for reflection and planning—making it the perfect opportunity to review your insurance coverage. For retirees and those nearing retirement, this isn’t just about tying up loose…
Read More6 Thoughtful Ways to Express Gratitude to Loved Ones This Thanksgiving
Thanksgiving is a celebration of gratitude, family, and community—a chance to appreciate the people who make your life richer. Expressing gratitude thoughtfully goes beyond saying “thank you”; it involves creating…
Read MoreSimple Tax-Loss Harvesting Strategies for Retirement
The Potential of Tax-Loss Harvesting for Retirees Retirement is a time to enjoy the fruits of your labor, but it also comes with financial challenges—like stretching your savings to cover…
Read MoreIs a Self-Directed IRA Right for You? The Pros and Cons You Need to Know
When it comes to retirement savings, control can be a double-edged sword. A Self-Directed IRA (SDIRA) offers significantly more freedom than a traditional IRA, allowing you to invest in assets…
Read MoreThe $100,000 Decision: Your 2024 Roth Conversion Master Plan
2-minute read that could save you thousands The Stakes Are High A 60-year-old with a $500,000 traditional IRA could save over $100,000 in lifetime taxes with the right Roth conversion…
Read MoreFinancial Monsters: Your 2024 Money Survival Guide
Let’s face it—money problems in 2024 can feel like battling monsters. They’re sneaky, unpredictable, and always lurking around the corner, ready to pounce when you least expect it. Whether it’s…
Read MoreHow to Use the Bucket Strategy for Retirement Withdrawals
Planning for retirement can feel overwhelming, especially when it comes to making sure your savings last for the rest of your life. One approach that’s gaining popularity is the bucket…
Read MoreHow Smart Asset Allocation Can Protect Your Retirement Savings
When you’re planning for retirement, managing risk is just as important as growing your savings. This is where asset allocation becomes critical. By dividing your investments across different asset types—stocks,…
Read MoreRetirees Beware! How to Keep Your Money Safe from Fraud
Imagine waking up one morning to find a significant portion of your retirement savings gone—vanished in an instant. Unfortunately, this scenario is becoming increasingly common for retirees. As scammers become…
Read MoreHow to Retire Early with FIRE Movement
The Financial Independence, Retire Early (FIRE) movement is reshaping how people think about retirement. Instead of waiting until their 60s, FIRE followers aim to retire early by saving aggressively and…
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