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Reaching Your Goals Through Unconventional Means

Reaching Your Goals Through Unconventional Means

by Hannah Moore | Dec 21, 2022 | Established Career, Goals, Nearing Retirement, Personal Finance

Financial planning is all about creating a path to reach your goals. Whether you’re looking to retire, travel, buy a home, or launch a second career, having a financial plan gives you a path to make it happen. Unfortunately, the plans you make to reach your goals...
Rising Interest Rates: The Pros and Cons for Retirees

Rising Interest Rates: The Pros and Cons for Retirees

by Hannah Moore | Sep 21, 2022 | Investments, Nearing Retirement, Personal Finance, Recently Retired

Recent financial news pages are full of stories about rising interest rates. At the end of July, the Federal Reserve announced a 0.75-percentage-point hike in interest rates. This was the latest in a series of rate increases that started in March 2022. The Fed has...
Managing Your Finances When You’re Supporting Multiple Family Members

Managing Your Finances When You’re Supporting Multiple Family Members

by Hannah Moore | Sep 7, 2022 | Couples and Money, Established Career, Nearing Retirement

The so-called Sandwich Generation (adults supporting their aging parent(s) and their own children) is growing. In 2018, statistics showed that 12% of adults with a child living at home also provided unpaid care for an adult. And a recent survey showed that the...
Are You Making Financial Decisions Based on a Past Version of Yourself?

Are You Making Financial Decisions Based on a Past Version of Yourself?

by Hannah Moore | Aug 17, 2022 | Established Career, Financial Transitions, Nearing Retirement

Before you make your next financial decision, take a minute to ask yourself, “Is this what I really want right now?” The right now part of the question is the key. Chances are your answer today is different than it would have been a few years ago, but that’s exactly...
When Planning for Your Financial Future, You Need a Vision

When Planning for Your Financial Future, You Need a Vision

by Hannah Moore | Jun 15, 2022 | Established Career, Financial Transitions, Nearing Retirement

When you’re making financial decisions, what do you base your choices on? How do you know whether your current budgeting and saving practices are enough for retirement? Without a clear vision of the future, you can’t really know if you’re making the right choices with...
Saving vs. Spending Money in Retirement: How to Change Your Perspective

Saving vs. Spending Money in Retirement: How to Change Your Perspective

by Hannah Moore | Jun 1, 2022 | Goals, Nearing Retirement, Recently Retired

The transition to retirement can be an overwhelming experience; it often takes a while to get out of that work mindset and decide how to structure your days now that you aren’t spending them at the office. Many people find the financial transition to be challenging as...
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