Maegan Dornan, CFP® on LinkedIn: 4 priceless money lessons for kids (2024)

I am glad to see more awareness around these foods that are designed to keep you addicted.

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I would add four more things to this list:1. Market Risk/Asset Allocation2. Taxes 3. Sequence of returns risk4. Retirement cashflow management strategies

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Last year, more than 338,000 Americans moved for their retirement – only 6% citing financial concerns as a factor in their choice of location. Find out the top destinations for retirees and what's drawing them there.

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Long Term Care insurance is often thought of as expensive. However, the actual cost of care can be exponentially more expensive than the insurance itself. Transferring some of the risk is a strategy that we help our clients evaluate in depth as the cost of care can be catastrophic to a financial plan and unfortunately the statistics show that most people will need some form of care in their lifetime. I appreciate the awareness that this article brings to this strategy work.

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The tax deadline is quickly approaching. Unexpected expenses of any sort can be a real stressor to your budget and financial plan. If you receive a tax bill you weren't expecting, here are a few tips and strategies to keep your long-term plan in place.

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The "right" time for retirement is different for everyone. Unfortunately, our burn out culture leads to many wanting to retire early. But then what?I appreciate that this article is not just focused on the finances of retirement. I 100% agree that having purpose is essential for a long and happy retirement.

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Here are a few ways you can protect your privacy on social media. Navigate safely out there!

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If you're not retiring right at 65, what should you do about Medicare enrollment? When's the right time? Hear more about these scenarios:

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Always a good reminder on how to protect our identity and money.

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