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4 Reasons to Be Optimistic About 2021

January 4, 2021

You might have a lot to look forward to in the 2020s. First of all, 2020 is over! Maybe your children will graduate from college, maybe you’ll become a grandparent, and maybe you’ll retire. The whole world also has a lot to look forward to in 2021, mostly the vaccine and the end of COVID (hopefully)! Here are…

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new years resolutions

What’s Your New Year’s Resolution?

January 1, 2021

Many make them, and few keep them. New Year’s resolutions can be a great way to trade in bad habits for good ones but can also feel more like a burden than a blessing. Some people take on too grand a goal to realistically keep up with through the year. Others may struggle to think of anything at…

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goal planning

3 Easy Ways To Get On-Track for 2021 & Beyond

December 28, 2020

Only 28% of Americans will make New Year’s resolutions that are financial in nature, according to a recent MassMutual survey.[1] Perhaps more should – retirement requires significant planning and there is no better time to start than at the beginning of a new year. If you’re wondering how to do this, then you might consider these 3 easy…

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Gifts For Those Who Don’t Need Anything

December 23, 2020

You could say that the law of diminishing returns applies to Christmas gifts as we age: As time goes on, we can use less and less material gifts. At a certain point, we accumulate so many possessions that when we say “I don’t need anything for Christmas,” we really mean it. So, rather than continue to fill your…

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financial planning

Time to Review Your Investment Plan

December 21, 2020

The end of the year is a good time to reflect on 2020, how your financial situation may have changed, and your goals for next year. You can look at how your investments are doing, review your portfolio, and think about how close you are to retirement or the state of your finances in retirement. This can be…

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money smart gifts

Financially Savvy Gifts for Friends and Family

December 18, 2020

You can get away with handing out cards drawn with colorful crayons as your go-to gift when you’re young, but when you get older your shopping list grows. As we age, we have more and more relatives and friends that we exchange gifts with, which means more money and more time spent shopping. So, when your loved ones…

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healthcare deadlines

Don’t Miss These End of Year Healthcare Deadlines

December 14, 2020

An average 65-year-old couple retiring today will need an estimated $285,000 to cover their healthcare costs.[1] This doesn’t even include long-term care costs, which can run as high as $253 per day on average for a private room in a nursing home or $119 per day on average for care in an assisted living facility one-bedroom unit.[2] Today’s…

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What is Hygge and How Can It Help You Survive Winter?

December 11, 2020

Hygge (pronounced “hoo-ga”) isn’t a new brand of almond milk or a type of yoga; it’s a Danish lifestyle practice aimed at coziness, contentment, and well-being. If moving to a warmer climate isn’t part of your desired retirement lifestyle, or you’ll be making a trip up north, there are ways to love and enjoy winter. Even in a place…

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reduce your taxes

4 Things You Can Do By the End of the Year to Help Lower Your 2020 Tax Bill

December 7, 2020

Here come the holidays and everything that goes with them – traveling, cooking, buying gifts, and of course, spending time with the people we love. It’s a busy time of year when finances can take a back seat, but don’t wait to review your tax situation. Here are four things you can do by the end of the…

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financial education planning

Giving the Gift of Education

December 4, 2020

It’s graduation season, and along with all the wonderful things a college degree comes with are also student loan debts. If you’re attending high school or college graduations, no one may be talking about it, but the graduates and their parents likely have the high cost of college on their minds. You might be writing a check or…

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Rick Barnett has appeared on the following networks and publications:

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