02 Jul Spotting the Signs of Sudden Onset Mid-Retirement Depression
Just because you’re retired, doesn’t mean you’re happy....
Just because you’re retired, doesn’t mean you’re happy....
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....
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...
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....
Financial literacy. We’re not born with it – but it can be taught...
Retirement is a major life goal. It can also be scary. Especially if much of your identity is connected to your job. Traci Richmond, CDFA™ explains a few smart moves you can make now, to set yourself up to really enjoy your retirement....
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....
Are you worried about cybersecurity? If you’re not, you should be....
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?...
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...