Financial Fitness

Money Concerns for Those Remarrying

Money Concerns for Those Remarrying What financial factors deserve attention?  Some of us will marry again in retirement. How many of us will thoroughly understand the financial implications that may come with tying the knot later in life?                                               Many baby boomers and seniors will consider financial factors as they enter into marriage, but that consideration may be all [...]

By |2017-03-28T08:17:16-04:00March 30th, 2016|Financial Fitness, Personal Finance, Remarrying, Retirement|Comments Off on Money Concerns for Those Remarrying

Financial Planning with Health Insurance in Mind

Financial Planning with Health Insurance in Mind How much might health care cost you someday?  “Financially speaking, what would be the worst thing that could happen to you?” If you ask a hundred people in their forties that question, you may get a dozen different answers. Some may say “my business going under” or “losing my house.” Some might say “a divorce,” “a lawsuit,” or “being laid off.” But how many would say “a severe illness?” A catastrophic illness seems [...]

By |2017-03-28T08:17:16-04:00March 17th, 2016|Financial Fitness, Health Insurance, Retirement, Well-being|Comments Off on Financial Planning with Health Insurance in Mind

The Chapters of Retirement

The Chapters of Retirement The five phases of life after 50 & the considerations that accompany them.  The journey to and through retirement occurs gradually, like successive chapters in a book. Each chapter has its own things to consider. Chapter 1 (the fifties). At this stage of life, retirement becomes less like a far-off dream and more like a forthcoming reality. You begin to think about when you can retire, and about taking the right steps to retire comfortably.   By [...]

By |2017-03-28T08:17:16-04:00February 11th, 2016|Financial Fitness, Retirement, Well-being|Comments Off on The Chapters of Retirement

End-of-the-Year Money Moves

End-of-the-Year Money Moves Here are some things you might want to do before saying goodbye to 2015.   What has changed for you in 2015? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and 2016 begins. Even if your 2015 has been relatively uneventful, the end of the [...]

By |2017-03-28T08:17:18-04:00October 30th, 2015|Financial Fitness, Income Taxes, Saving & Budgeting|Comments Off on End-of-the-Year Money Moves

Behind on Your Retirement Savings?

Behind on Your Retirement Savings? What steps could you take to catch up?  If life has not allowed you to build substantial retirement savings, what can you do to improve your retirement prospects? Here are some suggestions: Play catch-up. If at all possible, take advantage of the catch-up contributions the IRS allows you to make to IRAs and other retirement accounts starting in the year in which you turn 50. For example, this year a worker age 50 or older [...]

By |2017-03-28T08:17:18-04:00August 7th, 2015|Financial Fitness, Investing, Savings and Investing, Social Sercurity Planning|Comments Off on Behind on Your Retirement Savings?
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