_ Retirement4 Tips for Your Retirement Planning as a New Year Brings New Hope By Sondra Forsyth articleCOVID-19 took a heavy toll on the U.S. economy in 2020, causing millions of job losses and forcing many businesses … Read More→
_ RetirementStressing Over Your Retirement Plan? 5 Ways To Boost Savings, Reduce Anxiety By Sondra Forsyth articleMany Americans have long stressed over their finances, and the COVID-19 pandemic has increased that anxiety, a survey shows. Well … Read More→
_ Money MattersCreating Holidays with Meaning: Tips to Spend Less, Enjoy More in the COVID Era By Sondra Forsyth articleAmong predictions for the 2020 holiday season, the pandemic is expected to set new records for e-commerce while straining delivery … Read More→
_ RetirementAging & Financial Fragility: How Seniors Can Use Their Experience to Survive & Thrive Through Giving By Sondra Forsyth article“Good judgement comes from experience…unfortunately experience comes through bad judgement.” These words of wisdom came from my father, a depression … Read More→
_ Retirement4 Key Lessons Crisis Teaches Us About Retirement By Sondra Forsyth articleOver the past couple months, many investors have become worried about the future of their retirement plans. Between health concerns, … Read More→
_ Money MattersShelter from the Financial Storm By Sondra Forsyth articleAs you approach and then enter retirement, it’s wise to gradually shift much of your savings into vehicles that guarantee … Read More→
_ RetirementIncome Annuities Provide Invaluable Longevity Insurance but Are Still Underused By Sondra Forsyth articleFew adults would go without auto, home, life or health insurance. But the kind of insurance that protects against the … Read More→
_ Money MattersA Year-End Checkup for Long-Term Financial Success in 2020 and Beyond By Sondra Forsyth articleAs 2019 wraps up and 2020 approaches, it’s a great time to make sure your savings and investments are aligned … Read More→
_ RetirementReady to Retire? 5 Steps for Getting a Good Night’s Sleep After the Paychecks Stop By Sondra Forsyth articleThose early days of retirement can be exciting as you are finally rewarded with a little rest and relaxation after … Read More→
_ Money MattersPension or Lump Sum? Compare Payouts before You Decide By Jane Farrell articleAbout half of pension plan participants can choose to take their money in a lump sum when they retire. If … Read More→
_ RetirementAre You So Focused on Retirement That You Are Missing Out on Your Life? By Sondra Forsyth articleMary and Pete saved every penny for retirement. They never went on vacations, they rarely went out to eat, and … Read More→
_ Money MattersSpring Savings Tips to Plant a Prosperous Future By Sondra Forsyth articleTwo-thirds of Americans are limiting their spending each month, and among those 36 percent are doing it to save more … Read More→
_ Money Matters3 Signs that It's Time to Break Up with Your Life Insurance Agent By Jane Farrell articleTrust and communication are key to any successful relationship, especially when it comes to managing your money. It’s a good … Read More→
_ Money MattersCut Your Taxes in 2019 and Beyond By Sondra Forsyth articleJanuary is a good time to reassess your financial situation, including taxes. The first step is to estimate your 2018 … Read More→
_ Money MattersMutual Fund Managers: No More Rock Stars By Jane Farrell articleThe era of celebrity mutual fund managers is over. A few titans retired with their reputations intact, but many have … Read More→
_ Money Matters3 Reasons to Consider Reducing the Risk In Your Retirement Portfolio By Sondra Forsyth articleDisturbed by recent ups and down in the stock market? If you’re an older investor, that may mean it’s time … Read More→
_ Money MattersIs Your Universal Life Insurance Policy about to Crash? What to Do If It Is. By Sondra Forsyth articleIf you’re stuck with a failing universal life insurance policy, what should you do? People who bought these policies in … Read More→
_ Money MattersGuidelines to Draft a Harmonious Prenuptial Agreement By Sondra Forsyth articleNot every couple needs a prenuptial agreement, but some do. I recommend a prenup when: One or both partners already … Read More→