by Marilyn Evans | Aug 21, 2023 | Retirement, Uncategorized
By Marilyn Evans Heard the buzz about FIRE retirement but wondered what it means? Well, it’s Financial Independence, Retire Early, and it’s not an easy thing to do. Here’s a quick article that explains it. If it is something you are considering, Harvest Moon suggests...
by Marilyn Evans | Jul 24, 2023 | Retirement
By Marilyn Evans About 56 percent of workers aged 50 and over have faced some sort of unplanned departure from work for various reasons, ranging from health issues or caring for an infirm relative to redundancy. Read more about how to face the future when this...
by Marilyn Evans | Jun 14, 2023 | insurance
By Marilyn Evans One area where financial planners help clients is with their insurance. And insurance needs change over time. If you’re an empty nester, or a retiree, it may be time to review what your insurance covers, and when. With the children now out of the...
by Marilyn Evans | May 15, 2023 | Retirement
By Marilyn Evans A retired household faces three types of healthcare expenses, and it’s important to know what they are. After all, the more you know, the more accurately you can prepare. In a 2022 survey, 35% of all workers reported they were either “not too” or “not...
by Marilyn Evans | Apr 26, 2023 | Retirement
By Marilyn Evans If you leave a job where you had a 401(k), you have four choices with what to do with it. Want to know what they are? One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to...
