by Marilyn Evans | Oct 20, 2023 | home ownership, Retirement
The choice between renting and buying affects more than just your monthly budget — it can shape your long-term retirement outlook too. This article gives a helpful overview of why renters may need to save differently and what factors are worth paying attention to....
by Marilyn Evans | Sep 2, 2023 | Retirement
By Marilyn Evans Did you change, or are you thinking about changing jobs, with funds in a retirement account? You have options and a financial advisor can help you sort through them – before you pay related taxes. This informative, quick video explains the options....
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 | 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...
