• Mental health
    4 Ways to Boost Your Mental Health as You Age

    As we all know, awareness of mental health has really come into its own over recent years. Several years ago, this was almost a taboo topic. Now, it’s much more understood. However, regardless of the levels of...

    • Posted 3 months ago
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  • Myths about women
    3 Myths About Women and Money, Debunked

    “Women lack confidence in their financial decisions.” Sound familiar to you? It’s just one of the many stereotypes that have long-defined conversations about women and money. For decades, these stereotypes have conditioned us to believe that women...

    • Posted 7 months ago
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  • Start planning
    4 Reasons Why Your 50s is a Good Time to Start Planning for the Future

    When you’re in your 50s, thoughts of the need for long-term health care and what you’re going to do when you’re unable to take care of yourself may not be high on the agenda. Your 50s, on...

    • Posted 8 months ago
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  • Retirement Taxes
    How to Pay Zero Retirement Taxes Legally

    Have you ever considered the potentially devastating impact of taxes in retirement? Most people have not because they assume they will pay less in taxes when they retire than they do during their working years. But many...

    • Posted 8 months ago
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  • Retirement planning
    6 Tips for Retirement Planning After 50

    In your 50s and beyond, you’re inching closer and closer to retirement age. You can start receiving some retirement benefits once you hit 62, and many people retire then or within a few years afterward. No matter where...

    • Posted 9 months ago
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  • Finances
    A Plan For Taking ONE Simple Step Each Month to Get Your Finances in Order

    You’ve resolved to get a handle on your finances in 2019, but there are only so many hours in the day. As work speeds up and life makes other demands, all of your good intentions transform right...

    • Posted 10 months ago
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  • The Retirement Checklist: 8 Things To Do So You Can Enjoy Your Later Years
    The Retirement Checklist: 8 Things To Do So You Can Enjoy Your Later Years

    After years of working at least 9-5, five days a week – if not more, depending on your role – retirement is on the horizon. Have you decided what you are going to do with all that...

    • Posted 3 years ago
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  • preparing for financial problems
    Be Prepared for Financial Problems

    By Patrick Vernon – Are you financially prepared for whatever life could throw at you? If faced with an unexpected and costly situation, would you be able to get through it? These probably aren’t questions you want...

    • Posted 4 years ago
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  • Before Caregiving Puts a Crack in Your Nest Egg – Find a Financial Gerontologist

    By Sherri Snelling – As I began to research this blog article for January’s Financial Wellness Month, I came across a fact that seems serendipitous – the financial planning industry is about the same age as the...

    • Posted 8 years ago
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  • 4 Steps to Improve Your Financial Life in 2012

    By Hollis Colquhoun – From Holiday Reverie to New Year’s Resolution The holiday sparkle is fading away and January has arrived. Financial reality is staring you in the face and you’re probably afraid to look at your...

    • Posted 8 years ago
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  • Women Empowering Themselves: A Financial Survival Guide-Book Excerpt

    By Hollis Colquhoun – Money is such an elemental aspect of life and yet so intertwined with emotion and ego. Almost all of the female clients I have counseled admit they feel uncomfortable or have problems talking...

    • Posted 8 years ago
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  • 5 Factors that Could Threaten Your Financial Plan

    By  Jacqueline Darien – What could make your retirement plans go awry? And what strategies can help you keep your plan on track? The events of the past few years have led to many people rethinking and...

    • Posted 8 years ago
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financial planning