With the holiday season in full swing, many people want to make charitable contributions. Daily reminders from your house of worship or Toys for Tots to TV ads and emails ask for donations. It’s hard to miss the message of other’s not-so-good fortune. There is so much need. But how do you decide which charities to support? There are somewhere between 1.3 and 1.5 million … [Read more...] about How to choose charities to support from a pool of 10 million?
Time to Re-shop for your Medicare Part D Plan
It’s not quite the most wonderful time of the year. But before the holidays roll around, it is the most critical time for everyone on Medicare. That’s because it’s your only time of the year to re-shop for your Medicare Part D plan. And, it is critical that you do so. Medicare Open Enrollment: It’s a Date! Each year between October 15th and … [Read more...] about Time to Re-shop for your Medicare Part D Plan
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 … [Read more...] about The 2021 Fearless Retirement Summit & Social Security Checklists
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 think of this source of money like the foundation of your own house. Without strong and sturdy blocks of cement, … [Read more...] about How Much Do You Really Know about Social Security?
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 turned 50. And in a blink of an eye and two shakes of some tail feathers, holy moly! It’s my 60th birthday. How on earth did that … [Read more...] about I just ordered my 60th birthday crown!
