money

Your Finest Hour

“Houston, we’ve had a problem!”  It seems that nearly everyone in the world recognizes these five historical words.  They were first spoken by Jim Lovell, the Commander of the Apollo 13 Space Mission, over fifty years ago, when an explosion midway to the moon should have killed everyone on board.  The actions of the three …

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A Life-Changing Experience

Jen Neitzel, owner of Maven Circle, and student of my “Wild Money Class” wrote this incredible, personal story of her wild money journey.  I wanted to share her story with my tribe because there are so many of you out there who relate to some, if not all, of Jen’s story.  I was deeply touched …

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Take Charge of Your Money

“One can never change the past, only the hold it has on you.”  ~ Merle Shain It’s 2020!  A chance for a fresh start.  Hurray!  Isn’t that what the New Year is all about?  New beginnings can feel so good, so treat every day like a new beginning. Each morning when we wake up, we …

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The New Retirement Solution

With over 10,000 Baby Boomers retiring every day, the dream of having enough money saved up to support you through the second half of your life can be daunting. According to a study by the National Institute on Retirement Security, “The average working household has virtually no retirement savings. When all households are included— not just households with retirement accounts—the median retirement account balance is $3,000 and $12,000.”

Randall Hansen, Ph.D., states that, “For many, retirement will indeed no longer signal the end of working, but more so a career and lifestyle transition, where the retiree has multiple options — such as continuing to work (though perhaps at a different pace), returning to school for additional training or education, changing careers, venturing into entrepreneurship, becoming more involved in volunteer work, or simply enjoying leisure and travel possibilities — a mix of working, learning, relaxing, and trying new things.”

It’s Never Too Early to Plan

My husband and I are currently updating our financial plan with a focus on our Retirement Reinvention. If you don’t have a financial advisor, I highly recommend that you find a person you can trust and someone willing to do a financial plan, so you can see where you stand, and to help you identify and explore your vision, values and goals. Finding the right person is a big job.

Having a trusted adviser is one of the very best gifts you can give to yourself. You will want assistance with not only the big picture, what I call your Vision or Dream, but to help you though the Discovery Process which is where I spend 80% of my time. This is where you get clear about not only your goals (which is what you want) but your values (which is WHY your goals are even important ant to you).