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Posts by Barb
5 RMD Myths Every Retiree Must Know to Avoid Costly Mistakes!
Retirement is an exciting phase of life, but managing your finances can be tricky. One key aspect you’ll need to master is Required Minimum Distributions (RMDs). Let’s bust some common…
Read MoreThink It’s Too Late? Top Strategies to Save Your Retirement Today
According to a 2023 survey by the Economic Policy Institute, “nearly half of American households have no retirement savings”. This can be a frightening and uncertain situation, but there are…
Read More4th of July is Coming! Are You Truly Financially Independent?
The 4th of July is almost here, and while we’re gearing up to celebrate freedom and independence, it’s also a good time to think about our own financial independence. Are…
Read More10 Must-Know Pension Tips to Boost Your Retirement
With recent changes in pension laws and the ever-evolving economic landscape, understanding how to make the most of your pension has never been more crucial. These updates can significantly impact…
Read MoreRevamp Your Retirement Withdrawals with These 10 Expert Tips!
Did you know that 63% of retirees worry about running out of money during retirement? According to a study by Allianz Life, this concern is widespread but manageable with the…
Read More8 Financial Pitfalls Dads Encounter in Retirement—And Proven Strategies to Avoid Them!
When planning for retirement, dads often face unique financial challenges that impact their financial security. Understanding these challenges and the psychological reasons behind them can help dads make better financial…
Read MoreFrom Dream to Reality: 9 Unbelievable Ways Retirees Can Travel the World for Less
Did you know that your retirement years can be the perfect time to explore the world without spending a fortune? Traveling on a fixed income might seem challenging, but there…
Read MoreVeterans: Don’t Fall for These 5 Retirement Traps!
Sergeant John Smith, who after serving 20 years in the Air Force, is facing his retirement. John, like many veterans, thought he had his post-service life all figured out. He…
Read More10 Books to Read This Summer for a Richer Retirement
Summer’s the perfect time to get into a good book, especially one that can brighten your financial future. Chilling by the pool or curled up in your favorite chair, here’s…
Read More5 Mother’s Day Gift Ideas That Money CAN Buy (Literally!)—And One is FREE!
This Mother’s Day, why not give a gift that does more than just put a smile on her face for a day? Consider these thoughtful financial gifts that not only…
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