by Brent Lyle | Jan 15, 2020 | Age-based Topics, Age-based Topics, Budgeting, How-to Budget, Lifestyle, Spending Habits, Spending Habits |
One of the most exhilarating aspects of getting older (gasp!) is the chance to start checking off bucket list adventures. You know, that list of things you’ve always wanted to do but have been waiting until the kids have flown the coop and you don’t have anybody to...
by Damian Dunn | Dec 10, 2019 | Age-based Topics, Age-based Topics, Kids, Relationships, Retirement & Investing |
These are supposed to be your twilight years. You’ve worked hard, scrimped and saved to build a small nest egg and you’re carefully managing your Social Security. Then something happens and you’ve taken in your grandchildren. Let that sink in for just a moment. You’re...
by Gayle Evezich | Oct 22, 2019 | Age-based Topics, Age-based Topics |
I was talking to a friend the other day about Social Security. “Yikes,” I said, “I’m actually old enough to start thinking about it!” And just as the words came out of my mouth, I realized how little most people know about what happens when it’s time for Social...
by Jasmin | Sep 3, 2019 | Buying a House |
If you are considering shopping for a home you have probably heard of private mortgage insurance (PMI). Hearing about PMI and understanding mortgage insurance are two very different things. So what is it? Who benefits from it? Do you have to have it? Let’s set...
by Jasmin | Jul 27, 2018 | Basics of Investing, Distribution, Inflation, Pensions, Retirement & Investing, Savings, Trending Topics
Top 10 Questions to Ask a Potential Financial Advisor Seeing a financial advisor can be anxiety-inducing. What should you ask? Who should you trust? Use the following guide for the top 10 questions to ask a potential advisor. Peace of mind and great financial help are...
by Nicole Frankowski | Jan 23, 2018 | Basics of Investing, Health Savings Account (HSA), Retirement & Investing, Savings, Trending Topics
Dear Pete, I think I’m ready to retire. I’m 55 and my wife is 55 too. Based on my age and time on the job, I’m able to retire with a pension this May. My pension is about $2,500/month less than what I make now, but we may be able to make it work if we cut back...
