02 Jul Spotting the Signs of Sudden Onset Mid-Retirement Depression
Just because you’re retired, doesn’t mean you’re happy....
Smart About Money
15 Jun Taking the Emotion out of Investing during the COVID-19 Crisis
Posted at 15:26h
in Smart About Money
It’s hard not to react when you watch the value of your investments fluctuate. Especially when those ups and downs get more dramatic. In recent months, you may have experienced two emotions: Fear or Greed. Maybe you’ve felt both....
26 May How COVID-19 is Changing Your Wants & Needs
Posted at 17:42h
in Smart About Money
There’s nothing like an economic crisis to inspire you to reevaluate how you’re spending money. Don’t waste this crisis. If you make some choices now, you can position yourself to come out financially stronger...
05 May What Questions should you ask when you’re choosing a CCRC?
Posted at 20:23h
in Smart About Money
One of the biggest changes you’ll make in retirement is leaving your home for a retirement community. There’s so much that goes into a move like that emotionally and it can be hard to make a clear decision....
01 Apr Smart About Money: Lessons from Finance Park
Posted at 05:00h
in Smart About Money
Financial literacy. We’re not born with it – but it can be taught...
12 Feb 2 Ways To Ward Off Retirement Depression
Retirement is a major life goal. It can also be scary. Especially if much of your identity is connected to your job. Traci Richmond, CFP® explains a few smart moves you can make now, to set yourself up to really enjoy your retirement....
06 Feb Retirement SECURE-ity
Posted at 17:50h
in Smart About Money
New legislation is rewriting the old rules for retirement. From small business tax incentives to raising the RMD (Required Minimum Distribution) age, Traci explains how the SECURE Act could impact you....
05 Nov 3 Cybersecurity Tips to Protect You Online
Posted at 03:34h
in Smart About Money
Are you worried about cybersecurity? If you’re not, you should be....
30 Jul Why You Need to Ask your Parents or In-Laws about Long-term Care Insurance
Many of our clients have the sandwich responsibility. They're providing care for their own kids and their parents as well. When they ask me what I see as a concern for their folks or in-laws, I ask a question. Do they have long-term care insurance?...
24 Apr Parenting isn’t just a job.
Posted at 00:08h
in Smart About Money
It’s an adventure – as Traci recently discovered when her 13-year-old son went on an Amazon shopping spree: Tommy wanted to upgrade his Xbox gaming console, and give his old one to his little brother as a birthday present. To help Tommy finance this purchase, I...