Archive - September 8, 2020

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Use This Time to Reevaluate Financial Priorities
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A Review of Finances at Age 60

Use This Time to Reevaluate Financial Priorities

Perhaps it is time to re-think how you manage your finances. If you are fortunate enough to have steady employment, you do not have to spend as much money you did before. And if you do spend, you can change the way you spend and allocate your money. This is an opportunity to decide what is really important to you. Even if you do not end up making drastic cuts to your budget, you could find ways to make more of your resources differently so you were able to reach more of your goals.

The Washington Post published an …

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A Review of Finances at Age 60

I’m turning 60 this week. Even though I plan on working as long as possible, this is an important check point. It’s a good time to assess progress on all fronts – physical, emotional, spiritual, and of course financial. If you are close to either side of 60, I’d like to outline the ideal scenario to help you make your own financial assessment.

Many people are beginning to think about Social Security. In truth, taking Social Security at age 62 is usually a terrible idea. You should have your Social Security analyzed and take the recommendation of a professional. Delaying …

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