This article is for informational and educational purposes only and does not constitute financial or lending advice. Please consult a qualified financial professional before making any decisions about your home. Nobody told you this part. You spend thirty, forty years paying down a mortgage, watching the neighborhood change, raising a family in those rooms. Then one day … [Read more...]
How to Reduce Taxes on Your Retirement Income (Even After You Stop Working)
This article is for informational and educational purposes only and does not constitute tax or financial advice. Please consult a qualified tax professional or financial advisor for guidance specific to your situation. A lot of people expect retirement to bring a smaller tax bill. Sometimes it does. Sometimes it does not. You may no longer be earning a paycheck, but … [Read more...]
Financial Freedom after 50: Key Tips Every Woman Should Know
As you enter your 50s, you are at a pivotal stage to take control of your financial future. With retirement approaching, this is your opportunity to build financial confidence and prepare for the years ahead. It is not just about achieving financial security but about shaping a future that reflects your values, fuels your passions, and fulfills your dreams. You have reached a … [Read more...]
The Real Secret to a Rich Retirement? Hint: It’s Not the Money
A while back, during a long overdue, post-pandemic visit to Minnesota, my 13-year-old nephew Thomas asked me an important question, one I’ll never forget. “Auntie Dawnie, are you rich?” I smiled at his sincerity and replied, “What’s rich, Thomas?” He tilted his head, thinking. “Well… do you have a lot of money?” “What’s a lot of money?” I asked. He didn’t … [Read more...]
What Women Over 50 Need to Know About Estate Planning
Turning fifty is a milestone event, especially for women the world over. It’s often a transition point when nests empty, careers change, and priorities shift. It inspires a decade of renewal, a desire to reflect on your life and consider the road ahead. It is the golden moment for estate planning. Although planning for the end of life appears to be morbid, estate planning … [Read more...]