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9 Ways to Prepare for Retirement

A successful retirement life requires planning and putting that retirement plan into gear as soon as possible so time can work wonders in growing your...

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Deconstructing Pete’s Retirement Calculator – Part TWO

Found your way here without reading PART ONE? START HERE FIRST — PART TWO What distribution rate would you like...

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Deconstructing Pete’s Retirement Calculator – Part ONE

I firmly believe the question “Am I saving enough for retirement?” is the single most popular question in financial planning....

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Can You Ace the FINRA Financial Literacy Quiz?

Can you ace the FINRA financial literacy quiz? In 2009, the Financial Industry Regulatory Authority (FINRA) developed a six question...

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Be Aware of: Income Cliffs

Is more income always better? Almost always...but it may also result in an unexpected bill at tax time. Whether you...

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Ambulance Billing – No Surprises Act

We were on vacation when my daughter, who has a rare disorder, needed an ambulance. She has good coverage through...

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Introducing: Single Women Over Fifty

I am a single woman over fifty which makes me part of one of the fastest growing demographics in our...

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Credit Card Payoff vs Retirement Savings: FIGHT!

Congratulations! You’ve got your emergency savings locked down and now you are moving on to the next step in your...

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⚠️Breaking News: The Child Tax Credit Portal is Open

The Child Tax Credit Update portal is now available to those who choose to opt out of receiving advance child...

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Should We Pay Off Our House Early Or On-Schedule?

Hey all, I just turned 54 and will likely pay off my home in just over 2 years if I...

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