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7 Reasons You Should Retire Already

7 Reasons You Should Retire Already

by Kenny | Sep 22, 2022 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Sometimes the writing is on the wall Retirement may seem untenable with inflation soaring and gas prices skyrocketing, but for some older adults, hanging on to their job can cause more harm than good. Sure, you still have money coming in, but at what price to your...
7 Surprisingly Valuable Assets for a Happy Retirement

7 Surprisingly Valuable Assets for a Happy Retirement

by Kenny | Sep 14, 2022 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

A long and happy retirement takes more than just money. Here are seven things happy retirees do – besides dutifully saving the money they’ll need to quit the 9-to-5 grind. Retirement planning is all about numbers. It centers around one question: Do my financial assets...

Beware of Robocalls, Texts and Emails Promising COVID-19 Cures or Stimulus Payments

by Kenny | Sep 9, 2022 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Coronavirus scams keep coming as fraudsters follow the headlines The COVID-19 pandemic continues to fuel a parallel outbreak of coronavirus scams, many targeting older Americans. As of mid-June, the Federal Trade Commission (FTC) had logged nearly 754,000 consumer...

‘Solo Ager’ Needs Help Handling Her Financial Affairs

by Kenny | Aug 31, 2022 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

With no spouse and no children, she’s looking elsewhere for backup The Problem Elizabeth Spiegler, 68, a retired office manager in New York City, was thinking ahead. She wrote me wondering who could handle her financial affairs if someday she can’t....

Do Your Kids Know Where to Find All Your Money if Tragedy Strikes?

by Kenny | Aug 25, 2022 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Talking about who will control your assets is tricky; doing it slowly may help My husband and I have never told our adult children, now in their mid-30s, how much money we make, how much we have tucked away and how much we spend in a year. But after talking with more...

Happy Retirees Have These 7 Habits in Common

by Kenny | Aug 17, 2022 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

A long and fulfilling retirement takes more than just money. Here are seven things happy retirees do – besides dutifully saving the money they’ll need to finally quit the 9-to-5 grind. Retirement planning is all about numbers. It centers around one question: Do my...
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