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These 3 Tips Can Minimize Your Risk in Retirement

Risk management is at the core of any sound financial plan. But it takes on heightened importance in retirement. Once you leave the working world, you don’t have the benefit of a regular paycheck. It could be difficult to bounce back from a market downturn or a costly emergency. Health care costs can be an…

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Have You Planned for These Health Care Costs in Retirement?

Planning on retiring soon? Do you have a projected retirement budget? If not, now may be the time to create one. It’s an important financial tool that can help you manage your spending and preserve your retirement assets. You can use your budget to plan for a wide range of expenses, such as housing, utilities,…

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Getting the Bucket List in Motion

Many retirees have a bucket list. Hopefully, you have envisioned your retirement as a time to try new things, travel to places you have always wanted to go and do the things you didn’t have time for during your working years. Here are five steps to help you achieve the items on your bucket list…

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Taking the Long View

Several of my clients have expressed an interest in getting more aggressive with their investments, based on the recent election.  One of my jobs as an advisor is to help my clients take the long view with their money.  The stock market has gone up since the election and stocks are near record high valuations…

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Health care can drain SS benefits

Health care costs could drain your Social Security benefits in retirement, especially if you’re a woman. The average woman could spend an estimated 70 percent of her retirement check on health care costs, according to a recent study by the Nationwide Retirement Institute. The average man fares better, but still uses nearly half of his…

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More than 80% of retired Americans are stressed about their finances and health.  Joining them are the over  78 million Baby Boomers in the next decade.  Most are woefully unprepared.  The Retirement Peace Project provides non-commercial retirement education, planning and ongoing coaching.

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