Ideas & Insights

From Head in the Sand to Toes in the Sand: How to Control Your Finances for a Perfect Retirement

March 28, 2019, No Comments by Kimberly L. Curtis

 

Mark and Tracy were raised in working-class families that never talked about money. At ages of 63 and 56, the two college-educated software engineers were enjoying the life they had worked hard for. But even without kids, the first-generation success stories had not saved as much as they had hoped.

The Unexpected Reason Retirement Planning Will Put a Smile on Your Face

March 07, 2019, No Comments by Kimberly L. Curtis

No matter who you are, retirement is a big deal. Planning for retirement can take up a lot of time, and that means it’s important to approach it in the right way.

Retirement Planning: How to Travel Using Your IRA Funds

January 07, 2019, No Comments by Kimberly L. Curtis
  • How to strategically use your IRA Funds for Travel
  • How travel fits into your retirement planning with IRA funds

If you’ve spent years “paying yourself first” and growing your funds through a taxable investment account, you might be ready to reap the rewards of your hard work.  Many retirees use an IRA as their “fun” account and start withdrawing to fund travel and leisure.

This can be a great financial plan to help you enjoy your golden years, but as with anything financial, there is a strategy to follow to ensure you’re getting the most bang for your buck

What To Consider When Retiring Abroad

December 20, 2018, No Comments by Kimberly L. Curtis

When thinking about retirement, where you plan to live is a big factor. There’s a lot to consider when picking the place you want to live after retirement. Depending on your lifestyle, you may consider living abroad. Retiree’s who are interested in living abroad have a lot more factors to take into account, such as healthcare, transportation and language. Here are some important issues to think about before you make the move abroad:

What Affects Your Cost of Car Insurance

December 13, 2018, No Comments by Kimberly L. Curtis

If you’ve looked at your car insurance bill recently and noticed that the cost of your insurance has increased, you may be wondering what you did to cause it. We’ve compiled a list of the 13 factors that insurance companies take into account to determine how much your insurance should cost, and what you can do to lower your costs.

What your financial advisor won't tell you (but you should ask anyway)

December 04, 2018, No Comments by Kimberly L. Curtis

Selecting a financial advisor can be a stressful process. You want to ensure you’re well informed about your advisor’s ability and that your goals are aligned. Unfortunately, you can be left with more questions than answers when  researching financial advisors. Worse, you may not always know exactly what to ask as you evaluate your personal financial advisor.

Consider asking these six questions to your future financial advisor..

What You Need to Know About Timeshares

November 30, 2018, No Comments by Kimberly L. Curtis

Sometimes you may find yourself on vacation in a place you really love. Something about the atmosphere or the idea really appeals to you and you find yourself wondering about getting a timeshare. Or maybe you got a discount at a hotel as long as you sit through their hour long timeshare pitch. Either way, getting a timeshare may seem like something you might be willing to do. We’ve put together a list of 6 things you have to know before you consider purchasing a timeshare.

Financial Decisions Don't Stop with Death

November 15, 2018, No Comments by Lucille Rosetti

By: Lucille Rosetti (l_rosetti@thebereaved.org)

How to Rebuild Your Credit Score

November 12, 2018, No Comments by Kimberly L. Curtis

Bad credit can be the result of a variety of things, maybe you defaulted on student loans, had years of high credit card balances or had a foreclosure. No matter the reason, living with a low credit score can be tough. You can be charged higher insurance rates, new credit cards could be difficult to obtain, and bank loans may costlier. Also the number of companies that require pre-employment credit checks will continue to grow.

Tips for Negotiating Your Salary

October 31, 2018, No Comments by Kimberly L. Curtis

Whether it’s your first job or not, negotiating your salary is always something you should consider doing. You may feel like what you were offered doesn’t represent everything that you bring to the table or maybe you just feel like you could get a little bit more. The important thing to remember is that you won’t know what your options are if you don’t ask.

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