Tag Archives for " Accumulation Season "
Episode 34 — 4 Areas of Preparation for Your Life Season Transition
Your fall season of life will be very different than your summer season. As you prepare for the oncoming transition, there are several financial considerations to keep in mind. Today, Danielle Howard uncovers
Continue readingEpisode 28 — Know Your Rights With Your Financial Advisor
Many clients don’t know what to expect when meeting up with their financial professional and simply go along with what they’re told. However, Danielle Howard wants you to get the most out of your client-advisor
Continue readingNine Rights You Have When Seeking Financial Advice
You will have different needs for advice at different junctures of your life. As you transition towards and into your retirement years, it becomes imperative that you look at income planning as the foundation
Continue readingRetirement Income Literacy – You Don’t Want To fail This Test!
Our aging population is lacking in knowledge around vital topics such as long-term care, Social Security, preserving assets, Medicare planning and creating sustainable retirement income streams according
Continue readingHelp Spread SDT In Retirement
Are you consumed with guilt, shame or resentment that you don’t fit the mold that the media, and our culture has created around your vesper years? FOMO (fear of missing out) is running rampant, and financial
Continue readingI’m Working – He’s Not! Four Ways To Thrive With A Retired Spouse
My husband is ten years my senior. He has had two iterations of “retirement” so far and both of them had financial and emotional implications for us. His most recent shift has been out of a paid
Continue readingRetirement – Get Ready To Bloom This Spring
This spring, I am prepping to grow hops to provide shade for my western exposed patio. It is a lot of work to create the structure, prepare the soil and get ready to watch them climb! As I do this, I
Continue reading