Author- Sandra Cleveland

One of the many doors that opens when you retire is the option to move.  Where you live is no longer dependent upon where you work.  If you want to stay in your current home, you can get the benefits of familiar surroundings and enjoy having the time to become more deeply engaged in your community. 

Have you had “the talk” with your parents yet?  I’m talking about the conversation that will help you help them manage their financial future most securely. 

What I expect from myself:

This past weekend’s news channels were consumed with President Trump, Robert Mueller, and the report summary of the Russia collusion investigation.  If you were paying attention to the economic news before this took over the media, you likely heard the alarmist headlines on Friday about the inverted yield curve, which (you probably also read) inevitably signals an upcoming economic r

You've done a great job of saving for your child's college education with a 529 plan.  You’ve made contributions and kept an eye on the account’s growth over the years, and now you’re ready to start withdrawing funds.  You have questions!  Here are the answer to the questions most frequently asked by parents as they prepare to withdraw funds from the pla

We are getting to the moment of truth on the 2017 Tax Cuts and Jobs Act, which took effect for the tax year 2018.  As the first tax returns reflecting the new tax rules are being filed now, we will all soon find out how it impacts us.

Retirement is changing!  As a matter of fact, many people currently facing retirement don’t think of this phase as retiring, but more of a midlife reinvention.  Baby boomers are currently in this hot seat.    

According to a new report, The Financial Journey of Modern Parenting: Joy, Complexity and Sacrifice, many parents see their children’s adult years as the most expensive stage of parenting.  This may sound shocking when you think about the childhood years of babysitters, braces, dance lessons and sports that contribute to the average cost of raising a child to age 18 at more than $230

What type of person are you?

You may have read that women are far more likely to face poverty in retirement than their male counterparts—but you may not realize just how big the disparity is.  In fact, women are 80% more likely to fall into poverty toward the end of their lives, compared to men, according to a 2016 study by the National Institute on Retirement Security.