A pre-retirement checklist to make early (or earlier) retirement a reality! As we make our way through 2022, maybe the dream of early retirement has begun to take shape in your mind. Maybe you’re researching when you might first qualify for Social Security retirement benefits (hint: for Social Security income, the youngest age when you … Read More about Preparing To Retire Early?

Everyone needs to clean-up their financial clutter at least once a year! Spring is traditionally the time to clean the garage and to get the yard in shape. It’s also a great time to clean up your investment portfolio. Going into the final days of tax season, this is a perfect opportunity to get rid … Read More about Spring Cleaning Your Investments

Millennials often get a bad rap when it comes to hitting certain financial milestones like moving out or buying a home, but they’ve proven to be ahead of the game when it comes to savings. In fact, 25 percent of Millennials who save have amassed more than $100,000 in their accounts.1 What else should members … Read More about Three Things Millennials Should Know About Savings

When it comes to saving for retirement, women may have extra challenges, even those with a higher-than-average income. For retirement planning, CNBC reports that women save less than men. The pandemic worsened matters, with more than 2.3 million women leaving the workforce. 1 Before the pandemic, women were retiring with about $70,000 less than comparable … Read More about Financial Planning Tips for High-Earning Women

Sustainable investing is on the rise, accounting for about $1 in every $3 in actively managed assets.1 And with more investors interested in companies with responsible corporate governance, climate change commitments and long-term sustainability plans, this rise in sustainable or “impact” investing may push many publicly traded companies toward more environmentally and socially responsible decisions. … Read More about What To Know About Impact Investing

As most of you know, I lost my husband to a sudden heart attack almost 22 years ago, when he was 44.  It was a nightmare to me and mine and his entire family.  Losing one’s significant other is one of the most stressful of all possible losses, even if you’ve had some time to … Read More about Coping with the Loss of a Spouse Checklist