Category Archives: Financial Issues

Future Challenge – So What’s the Plan?

Posted on August 29, 2013 by The Retiring Sort

Challenge #26 Everyone has a horror story of an estate (big or small) that wasn’t settled smoothly. Usually it’s because there was no will (or no updated will), or because the contents of the will came as an unhappy surprise … Continue reading →

Posted in Finances, Financial Issues, Future Challenges, Information | Tagged Estate planning, family, Financial Planning, Last Will and Testament, Legacy | 13 Comments

Where there’s a Will… Why Everybody Needs a Plan – Part 3

Posted on August 28, 2013 by The Retiring Sort

This month, a friend of a friend suddenly lost her husband. In the days that followed, my friend and another buddy circled the wagons and, along with the new widow’s family, offered their support to her. Friends are wonderful at … Continue reading →

Posted in Family, Finances, Financial Issues, Information, Ruminations | Tagged Beneficiary, Estate planning, Financial Planning, Last Will and Testament, Peace of mind | 17 Comments

Future Challenge – Who Pays the Bills?

Posted on March 21, 2013 by The Retiring Sort

Challenge #15 This is a follow up to last week’s question about who we trust with our health if we can’t make those decisions. For our aging population, there’s something else that may need management, – their finances. Older people … Continue reading →

Posted in Family, Financial Issues, Future Challenges | Tagged Powers of Attorney, Senior finances | 2 Comments

Future Challenge – A New Kind of Budget

Posted on February 21, 2013 by The Retiring Sort

Challenge #11 The way we budget our money and plan for the future necessarily changes over time. When we’re younger, we often take on some debt for education, to buy houses, or to otherwise invest in our long term goals. … Continue reading →

Posted in Financial Issues, Future Challenges | Tagged Budget, change, choices, Financing Retirement, lifestyle, retirement, Senior finances | 11 Comments

That’s the Way the Money Goes!

Posted on February 21, 2013 by The Retiring Sort

All around the mulberry bush, the monkey chased the weasel. The monkey stopped to scratch his nose. Pop! goes the weasel. A penny for a spool of thread, a penny for a needle – That’s the way the money goes, … Continue reading →

Posted in Finances, Financial Issues, Information, Retirement itself | Tagged change, choices, expenses, Financial Planning, Financing Retirement, lifestyle, recreation, Senior finances, Senior Health | 7 Comments

Future Challenge – Are you a Gambler or a Squirrel?

Posted on February 7, 2013 by The Retiring Sort

Challenge #9 When we’re young, we think we have all the time in the world to save for our later years. It seems there are always more urgent needs than saving. Besides, there are government programs that provide income and … Continue reading →