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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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retirement planning

Note These 3 Retirement Risks

November 30, 2020

Imagine you’ve saved your target amount for retirement and are on track to receive your optimal Social Security benefit. Many think these are the only things to take care of, but retirement planning consists of much more. It’s also crucial to consider how much risk you’re taking and how much risk your money can manage. No one can…

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active retirement

The Benefits of Gardening

November 27, 2020

Fall is harvest time. Pumpkins, squash, and apples fill grocery stores, and if you have a garden, your own produce might be ready to pick. Of course, not everyone has a garden – gardening can be too time-consuming for people who work full-time or travel frequently. But, one of the great things about retirement is having more free time…

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giving to charity

Time to Give Thanks: Charitable Giving Before the Year’s End

November 23, 2020

You’re probably looking forward to Thanksgiving, even if it looks a bit different this year or you’re not a big fan of turkey. Whatever your Thanksgiving is like this year, it’s a good time to think about how you express gratitude. Some people donate their time or money to a charitable organization, especially around the holidays. In 2019,…

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Rick Barnett has appeared on the following networks and publications:

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