Tag Archives: Financial Planning

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

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

What’s Going on with Social Security?? – Part 1

Posted on May 30, 2012 by The Retiring Sort

In the game of Financing Retirement, our sources of Money In aren’t as flexible as they were during our working years.. For example, two possible sources of income in the US have important rules governing when they are available, and … Continue reading →