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Retirement FOMO – Five Ways To Avoid It

Retirement FOMO – Five Ways To Avoid It

       In your various social media feeds, you see your friends and acquaintances visiting family, traveling to exotic locals, eating tantalizing food, driving their new car, attending a coveted cultural event, enjoying their new retirement home.  It is human to...

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The 500+ Piece Social Security Puzzle

The 500+ Piece Social Security Puzzle

I love putting puzzles together. My daughter and I compete every year at Christmas to put together two 85 piece round ornaments. Over time, I have come up with a strategy that works pretty well, and while my eyesight isn’t what it used to be, I can still hold my own....

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Retirement – Get Ready To Bloom This Spring

Retirement – Get Ready To Bloom This Spring

This spring, I am prepping to grow hops to provide shade for my western exposed patio.  It is a lot of work to create the structure, prepare the soil and get ready to watch them climb! As I do this, I can’t help but feel that the same is true with our monetary lives....

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Finding The “Why” Behind Your Retirement Mindset

Finding The “Why” Behind Your Retirement Mindset

You have seen the bumper sticker “We are spending our kid’s inheritance” --or may even have it on your vehicle yourself. You have also heard the phrase “I am going to slide into the grave, write my last check and have it bounce.” While I appreciate the levity and an...

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Three Rules To Consider Breaking In Retirement

Three Rules To Consider Breaking In Retirement

I’m a bit of a rule breaker. I believe that the financial services industry has set people up for disappointment.  Specifically, I have an issue with the hype about building your “number” and the idea that happiness is all about having more as you move towards the...

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Ladies – Amplify Your Financial Voice in these Four Areas

Ladies – Amplify Your Financial Voice in these Four Areas

Women’s voices are being heard.  We see change happening all around us.  In addition to your verbal and written expression, how can you amplify your financial voice to be a part of the transformation being felt in our world today? We want to build on what is working...

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Five Steps To Embrace Change As You Head Towards Retirement

Five Steps To Embrace Change As You Head Towards Retirement

As I say in my book ‘Your Financial Revolution’, don’t wait until there is five feet of snow in your driveway before you get a snow blower, or hope yours has enough gas in it.  As much as is within your control, you want to be pro-active, not reactive as you move...

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5 Steps To Take 5 Years Before You Retire

5 Steps To Take 5 Years Before You Retire

With the average lifespan of the human race expanding more than ever due to healthcare advances, it’s not unlikely that people will be retired for 20 or even 30 years. Retirement is as much a journey as the journey it took to get there. Here are five steps to take to...

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New Year’s Financial Resolutions

New Year’s Financial Resolutions

Everyone wants to be intelligent with their money.  That’s easy enough to do,- on paper.  But when it comes to the psychology behind how we make financial decisions, most people have a long way to go. I advise people to create New Year’s financial resolutions that...

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