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The 2021 Fearless Retirement Summit & Social Security Checklists
Welcome to the follow up information from The Fearless Retirement Summit – 2021, hosted by Tom Morris of Northwestern Mutual. I hope you had a an excellent experience and learned why it’s so important to retire to something. And, of course, are now more knowledgeable about Social Security. Everyone approaches retirement in unique and special ways. But there are some…
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How Much Do You Really Know about Social Security?
Social Security benefits are the most important source of cash many people have for retirement. The checks won’t necessarily be your biggest source of income. But it is the very foundation upon which your financial success is built. You can…
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I just ordered my 60th birthday crown!
What seems like just a moment ago, I woke up to my younger daughter wishing me a happy birthday. She gleefully added, “Gee, Ma, you’re halfway to 100! That’s old!” For all of us math-whiz’s out there, that’s when I…
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July is National Ice Cream Month!
Here we are in July already. 2021 is halfway over. And, happily, it’s National Ice Cream Month! I do love ice cream on a hot summer day. And, boy has it been hot out there this summer. And, a funny…
Keeping up a strong credit score is critical in retirement
Retirement means freedom from a lot of the hustle and bustle of decades of a fast-paced life. It’s time to take the exit ramp from that overheated, super-highway of life. These are the best years of our lives. And, we’ve…
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Downsizing: aka How to Eat an Elephant
You know that old joke: How do you eat an elephant? One bite at a time. Hahaha. Well, nothing is truer than when it comes to downsizing. Think about it. You’ve spent 30, 40 or 50 years accumulating a million…
Where is your hospital grab & go kit? In a baggie, perhaps?
There’s a great scene from the 1996 movie, Jerry McGuire. The Tom Cruise “Jerry” character and his football client played by Cuba Gooding, Jr. are in the locker room. Jerry is pleading with Rodney Tidwell. “H e l p m…
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That 401k Isn’t All His: Critical Information for Married Women
March is National Women’s History Month. It’s a wonderful time to recognize the women and men who have changed the world to make it better for women. As I think about the advances made for women on the financial front,…
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