Archive for the ‘Retired’ Category

3 basic rules for managing your finances during retirement

June 22nd, 2011 John Evans

As a new retiree you’ve probably asked yourself “how shall I go about spending my retirement savings?” more than a few times. Don’t worry, you’re not alone. You’ve spent the vast majority of your life saving as much as you possibly can for your golden years. Now that you’ve retired, the focus has shifted from […]

Do you know what you spend?

June 20th, 2011 Doug Benjamin

Chances are, you probably know what you spend on your mortgage or rent, car payments and utilities. Most people know what they spend on the “big items,” but have no clue what they spend on the “little things.” Here’s the thing. When people learn how much they actually spend on the “little things,” they are […]

Retirement reality check

May 3rd, 2011 Lee Curry

If you have already retired or if you can count the number of years until retirement on your fingers, please heed this friendly warning: Unless you’re already making the most of your current retirement planning strategies, then it may be difficult to lay the groundwork for a financially secure future. Don’t just take my word […]

3 questions to ask yourself when you retire

April 22nd, 2011 Kevin Mote

People who are getting ready to wrap up their careers and leave the working world often refer to retirement as “a new chapter” or “the next act” in their lives – and rightly so. As a pre-retiree, you may have even used those analogies yourself. But do you also realize that it’s possible to play […]

Do you know where your money is going? 5 tips to track your money

April 11th, 2011 Sue Armbrecht

Most people underestimate the amount of money they are spending. That’s why it’s so important to monitor your expenses on a consistent basis. After all – if you want to save money, you need to know how much you’re spending. The concept of tracking money is pretty straightforward – write down how much money you […]

Are you ready for retirement?

March 29th, 2011 John Evans

People who are getting ready to wrap up their careers and leave the working world often refer to retirement as “a new chapter” or “the next act” in their lives – and rightly so. As a pre-retiree, you may have even used those analogies yourself. But do you also realize that it’s possible to play […]

Spring cleaning – put your financial house in order

March 28th, 2011 Mike Roozeboom

As winter draws to a close, and you file away your forms and schedules at the end of the tax season, it’s a good time to take a closer look at your finances and tidy up where needed. Here’s a checklist of key considerations to help you get started. Lay a balanced investment groundwork* Does […]

Yours, mine and ours – a couple’s guide to retirement planning

March 28th, 2011 Dick Ockerlander

If you’re entering your retirement years with a spouse or partner, planning is critical. As a couple, your combined retirement assets are not just limited to what you may have accumulated in your current employers’ retirement plans. You also need to consider any older accounts that are still sitting in former employers’ plans or assets […]

How to be an organized financial consumer

January 31st, 2011 Jeff Burkhart

Being an organized financial consumer really boils down to one thing: Take control of your money instead of letting it control you. Although this may seem like a daunting prospect for some people, a few simple strategies can help you streamline your finances and become more organized about household money matters. Have a clear understanding […]

young family

6 basic rules to financial freedom

January 31st, 2011 Doug Benjamin

Managing your finances can be a confusing and daunting process. But the reality is that mastering money isn’t that difficult. If you stick to a few basic rules and principles you’ll set yourself up for a life of financial freedom. Keep in mind that most of these rules are behavioral in nature, and changing your […]

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