Turning Taxes Into Opportunity: How Retirees Can Benefit From the New Senior Deduction

Turning Taxes Into Opportunity: How Retirees Can Benefit From the New Senior Deduction

If you’re nearing retirement, one of the most important things you can do is understand where your “paycheck” will come from once you stop working. How will you be “paid”? And importantly, how will you be taxed?  Different income sources are taxed differently, and...
What Not to Buy in Retirement

What Not to Buy in Retirement

In 20 years of helping retirees transition to a retirement lifestyle, all too often, I see people make uninformed decisions which they regret later. I want to address this topic in the hope that we can help people avoid those regrets!     Don’t buy this in retirement!...
Money Mindset Part 4: Creating a Lasting, Empowered Money Mindset

Money Mindset Part 4: Creating a Lasting, Empowered Money Mindset

We’ve come to the final installment of our Money Mindset Series. Over the past few months, we’ve explored how to break free from scarcity thinking, boost your money confidence and self-worth, and conquer the fears that keep you stuck. Today, we’re pulling it all...
Money Mindset Part 3: Overcoming Fear and Taking Action

Money Mindset Part 3: Overcoming Fear and Taking Action

Hello again! We’re continuing our series on Money Mindset and how your attitude and thoughts about money shape your experiences and your financial reality. We’ve explored the topics of scarcity and abundance, as well as building confidence and self-worth.   Today...
Money Mindset Part 2: Building Money Confidence & Self-Worth

Money Mindset Part 2: Building Money Confidence & Self-Worth

Did you know that only 19% of women feel ‘very confident’ making financial decisions? (according to a recent survey).   Do YOU feel very confident making financial decisions? Honestly, I don’t think ANYONE does; there are too many variables out there. BUT, there are...
Money Mindset: Breaking the Cycle of Scarcity

Money Mindset: Breaking the Cycle of Scarcity

Welcome to the first post in my new series on Money Mindset! Over the next several posts, we’ll explore how your beliefs about money shape your financial reality—possibly more than you think!     The Numbers Tell the Story  Did you know that nearly 70% of women wish...