Finances
FINANCES : EVERY DAY MATTERS
Opinions
Dear Financial Planners and Advisors: Retirement Planning Isn’t Just About the Numbers—It’s About the Person
The traditional model of retirement planning is under pressure. Clients are no longer just looking for someone to manage their money—they're looking for guidance on how to live meaningful, financially secure lives in a world that feels increasingly unpredictable.
Finances
Looking to Make Some Extra Income in Retirement? Dropshipping May Be For You
Are you looking for a way to make some extra income in retirement? Dropshipping may be an opportunity for you.
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Discover our full collection of Finance articles below.
Sponsored by HomeEquity Bank
Breaking the Retirement Spending Freeze: Learning to Enjoy Some Everyday Extravagances
When we retire, if we planned well it can place us in the fortunate position to shift from saving to spending the money we worked so hard to accumulate. However, many people find it surprisingly difficult to start spending what they’ve spent a lifetime saving.
Sponsored
Financial
Leaving Behind More Than Just Money: Balancing Equity, Love, and Legacy in Estate Planning
Estate planning is about more than distributing assets. It’s about passing on our values, memories, and the legacy of how we loved our family. Money can be part of that, but it should never be the whole story.
Life
Overwhelmed by Home Maintenance? Suggestions to Help You Age in Place with Perspective
The majority of people would like to age in their own homes however home maintenance and repairs can sometimes feel overwhelming. Dr. Stephen Golant shares some suggestions on how we can keep our perspective.
Finances
Creating a Financial Legacy for Only $100 a Year - 2025 Update
When Richard's granddaughter turned eight, he gave her $100 to invest and has been doing that every year. Elsie is now thirteen and here's what she has learned so far.
Purpose
Ask a Retirement Coach: Why Am I Feeling Unfulfilled in Retirement?
In retirement, we often believe if we're financially stable we should have no reason to feel unfulfilled but retirement is much more than just about money.
Opinions
Dear Financial Planners and Advisors: Retirement Planning Isn’t Just About the Numbers—It’s About the Person
The traditional model of retirement planning is under pressure. Clients are no longer just looking for someone to manage their money—they're looking for guidance on how to live meaningful, financially secure lives in a world that feels increasingly unpredictable.
Finances
Looking to Make Some Extra Income in Retirement? Dropshipping May Be For You
Are you looking for a way to make some extra income in retirement? Dropshipping may be an opportunity for you.
Finances
7 Key Steps Older Business Owners Should Do Before Selling Their Business
If you're an older business owner, retirement may be on your mind and you're thinking about selling your business. But here’s a reality check—80% of businesses that are listed for sale never sell! Here are 7 steps to take to increase your odds.
Life
Clearing Your Life's Clutter
Does your life feel cluttered? Not just with stuff, but also with your personal affairs? Then this should interest you. Retirement and Clutter Clearing Coach Lori Becker joins us to discuss her new book - Get a Grip - and how it can help you organize and declutter your life.
Relationships
Ask a Retirement Coach: Our Adult Child Living With Us is Impacting My Retirement Plans
Wanting to help your children is a natural thing. But how do you manage a situation when your adult child asks for support that impacts your life plans?
Sponsored by HomeEquity Bank
Empowering Yourself Financially: Importance of Financial Literacy for Women
In the wake of her father’s sudden passing, Susan Williams, quickly realized the importance of financial literacy, especially for women who may one day be widowed. Susan recounts her experience and reflects on how financial literacy can empower us to navigate unexpected challenges and ensure our continued independence.
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Technology
Watch Out Scammers - AI is Coming For You!
Scammers are out there and if you believe you won't fall for them you may be surprised. But there is some good news. Artificial intelligence (AI) is being used to help protect us. Scammers - meet Daisy.
Creating a Financial Legacy for Only $100 a Year - 2024 Update
When Richard's granddaughter turned eight, he gave her $100 to invest and has been doing that every year. Elsie is now twelve and here's what she has learned so far.
Finances
The Need To Prepare To Become a Widow Before You Are One
Women tend to live longer than men and unfortunately, the number of women who are left alone and ill prepared to financially manage their investments without their spouse is significant. We need to change this.
Finances
Share Your Critical Information Before Your Family Actually Needs It
It's probably not at the top of your to-do list but should be. It's important to share your critical information with your family before they actually need it.
Finance
How Much Money Do You Really Need For Retirement?
Some believe you need about 70 to 80% of your salary to live in retirement. But where did this number come from and more importantly is it really accurate?
Finances
Power Of Attorney: Choose Someone Who Loves You More Then Your Money
Sadly, financial elder abuse is a significant issue which is why choosing the right Power of Attorney for you is extremely important.
Finances
10 Simple Ways To Save Extra Money For Retirement
Unfortunately, many people don’t believe that they have or will have saved enough for retirement. Here are ten simple ideas to help put more money in your pocket.
Finances
The Rise Of Poverty In Retirement For The Middle Class
Baby boomers are speeding towards retirement. But rather then crossing over this threshold to an anticipated life of doing whatever you like, many may be facing a much nastier reality. Finishing their lives either in or near poverty.
Life
Retirement Realities For Women
As much as the inequality of pay and career advancement opportunities for women has been a major contributing factor, there are also other situations and influences that have also resulted in women having challenges in retirement.
Suspect Financial Fraud? Act Now and Act Fast
Financial scams targeting seniors is far too prevalent in our society today.
Financial Elder Abuse – What You Need To Know
Elder abuse is one of those really uncomfortable topics to talk about. But it's important that we do.
Shifting Generational Perspectives: Moving From Paycheck to Cashflow
Younger generations do not want to solely rely on a single paycheck as their source of income. They plan to develop multiple streams of cashflow.
14 Frugal Living Tips You Can Implement Today
Adopting a frugal living lifestyle helps you use your money on things you value most: living debt-free, having more money for retirement and investing in yourself.
Signs You Need a Financial Advisor (and How to Find One)
Knowing when you may need the help of a Financial Advisor can be difficult.
