by Laura Redfern | Apr 28, 2023 | Personal Finance
Regardless of your opinion of our Social Security program, you can’t deny that it is an important source of income for many people in the United States. In fact, the Social Security Administration reports that in 2019, 69.1 million people received benefits from...
by Laura Redfern | Mar 31, 2023 | Personal Finance
I was recently asked what advice I would give to someone who found themselves unexpectedly unhappy with retirement. What would you say to someone with retirement regrets? It struck me as a very human question. Certified Financial Transitionists are trained to...
by Laura Redfern | Feb 24, 2023 | Personal Finance
If you are saving for a rainy day (or a sunny one, for that matter), good for you! You can boost your savings power by being aware of a few simple tips: #1 – Shop savings rates – especially now! A few years ago, one savings account didn’t earn much more than...
by Laura Redfern | Jan 27, 2023 | Personal Finance
It may surprise you to learn that terms like “financial advisor,” “financial consultant,” and “wealth manager” are generic job titles. They aren’t regulated terms and don’t actually mean very much as far as credentials or education or skill. Anyone can call...
by Laura Redfern | Dec 30, 2022 | Personal Finance
No one has EVER told me they DON’T want to save money in taxes. Tax savings strategies are always a good idea to consider in your financial planning. Being tax aware is a big part of what good financial planning is all about! Another reason to...
by Laura Redfern | Nov 25, 2022 | Personal Finance
I observed to a friend that this year, I have seen more money change hands via inheritance than I ever have before in my career. Navigating the death of a loved one – whether it be a parent, a spouse, a cousin, a friend – can be tricky. Not only does money...
