Money and You

Your Retirement Spending AND Income: Two Plans are Better than One

July 10, 2016 | Filed under: retirement, retirement planning

Retirement plans demonstrate the wisdom of the proverb “two heads are better than one” — a proverb that always brings to mind the music from the classic Sesame Street video. Now the “two heads” can be you and your spouse, or you and your financial advisor, but you can also benefit from encouraging a dialogue between the income-you and the spending-you.

Five Ways to Help Avoid Sleepless Nights in Retirement

June 14, 2016 | Filed under: Recent Articles, Money & You, retirement, retirement planning

Financial headlines can be hazardous to your sleep health in retirement. It is easy to get the jitters and start worrying that you should do something, anything but stay on your current financial course. Yet it rarely makes sense to panic and sell your holdings. Over the years I have developed a list of five ways to help you avoid the sleepless nights in retirement that financial headlines can bring.