Tag Archives | life stage financial

Successful Financial Future2 (11)

S is for Six Tips to A Successful Financial Future

Let’s talk about ways that will help you control your money instead of letting money control you! Success is about your choices, priorities, values and the development of healthy financial habits. Here six useful tips: Rember the earlier you start the more time for growth on your investments. Do not hesitate to seek the advice of a […]

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DONATIONS ACCEPTED red Rubber Stamp over a white background.

R is for Required Minimum Distributions (RMD) as a Charitable Distributions

In the past, Congress would decide each year whether Required Minimum Distributions (RMD) could or could not be used as a charitable distribution.  However, through the Protecting American from Tax Hikes (PATH) Act of 2015, Qualified Charitable Distribution (QCD) rules have been made permanent. Now you may use a charitable giving strategy as a tax […]

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social security safety

Q is for Quick Tips to Help Keep Your Social Security Account Safe

Today, identity theft is a crime on the rise, with no end in sight, the more technology available, the easier it is to steal others information. The safety of our identity can cause concern, as it can be a costly and stressful threat to our personal lives, and affects millions regularly. But by being on […]

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Resting on open air

O is for Opt to Save Money on Summer Fun

Summer is once again upon us, and as the temperatures rise many find their expenses rising too. Between children’s summer activities, childcare, day camps, and providing the family with a memorable vacation, your savings account may take a hit. But consider this, the weather in all its glory can help you find lots of outdoor […]

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Online Privacy

N is for Never Neglect Your Digital Imprint

In today’s high tech world we have the ability to gain information, send messages, and shop for goods all with the click of a few buttons. However, every time we search, post or buy we are leaving a digital track which is then data mined by the browser, app or service. This data gives data […]

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money habits

M is for Money Habits for a Lifetime and How They Affect Retirement.

We all have “money habits, ” and most have specific practices to help us acquire what we believe will bring the happiness we desire. The ultimate goal for many is to save enough during our working years to enjoy retirement. Have you considered what happens when we go from working and saving to retirement and […]

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group of friends taking picture with smartphone

L is for Leaving Loneliness Behind

“Loneliness is one of the most painful emotional experiences of the human condition”.  ─ Henegar Counseling Center. Studies show loneliness significantly increases the rate of death and physical ailments. And, as we age loneliness will impact our lives more and more. Our children will grow and start their careers and independent lives, our companions may […]

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Senior businesswoman at work

J is for the Journey of Job Hunting after 50

Each life journey comes with ups and downs, and when a chance for a new opportunity presents itself, it’s important to embrace the growth that’s in store and except the challenges no matter how daunting it may seem. So let’s think of job hunting after 50 as a new expedition in which we can learn […]

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G is for Gratitude1

G is for Gratitude – Utilize this Powerful Tool for a Happy Life

Recent studies in positive psychology show gratitude to be consistently associated with greater happiness. What exactly is gratitude? Gratitude is a feeling of joy that comes from appreciation. When we practice gratitude on a daily basis, we begin to concentrate on the positive and avoid dwelling on the negative aspects of life. Research by UC […]

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Stages of businesswoman life

F is for: Financial Mistakes We Make Through Different Life Stages

  Our lives are constantly changing, and so is our relationship with money. Each stage brings new financial challenges and questions that need to be addressed so that we may strategize a plan for future financial security. We must take into consideration our age, the economy at present and our money history. Remember with each […]

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