Author: Rodney A. Brooks

Monday, May 10, 2021

Fire Your Spouse as Money Manager

Is it time to fire your spouse as your money manager? Here’s how to spot the warning signs of financial mismanagement of your nest egg.

Monday, April 12, 2021

Five Tax Tips for Retirees

You have until May 17 this year to file – plenty of time to use these tax tips for retirees.

Monday, March 8, 2021

Buying A Retirement Home?

Thinking about buying a retirement home? Avoid buyer’s remorse with these tips!

Monday, February 8, 2021

Social Security Tips

The pandemic has had a slew of unintended impacts on almost every facet of life… even Social Security.

Monday, January 11, 2021

Get Your Finances in Order in 2021

Are your finances on the right track for 2021? Get answers here!

Monday, December 14, 2020

Election 2020 and Retirement Planning

Worried about the election and your retirement finances? Find food for thought here!

Wednesday, November 25, 2020

Estate Planning and Charitable Giving

Here are some tips on how to maximize tax benefits in your estate planning.

Monday, October 12, 2020

Ready for Long-Term Care Insurance?

Are you prepared in case you need long-term care? Get answers here.

Monday, September 14, 2020

Where’s Your Retirement Emergency Fund?

A pandemic is a stark reminder to retirees that they need an emergency fund outside their retirement accounts.

Monday, August 10, 2020

Is an Annuity Right for You?

You see the ads for them all the time…but is an annuity right for you? Learn the pros and cons here.