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Getting A Mortgage In Retirement

February 22, 2022 BY Shanna Tingom, AAMS®

Its not so uncommon when you hear someone who retired wanting to pack up their things and move. While it can be an exhilarating time, it can also be rather difficult, especially if their planning on..

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Will Power: Should You Update Your Will and Estate Plan?

February 15, 2022 BY Shanna Tingom, AAMS®

Everyone should have a will; it ensures that your loved ones will receive the assets you wish them to have in the event of your death. To be clear, a will is a legal document that states how you want..

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Top 7 Life Insurance Myths Surrounding Retirement Planning

February 1, 2022 BY Shanna Tingom, AAMS®

Life insurance myths are some of the most persistent misleading misinformation affecting people planning retirement. These analytics are commonly severely lacking in adequate research to back up the..

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Will Power: Should You Update Your Will and Estate Plan?

January 24, 2022 BY Shanna Tingom, AAMS®

Everyone should have a will; it ensures that your loved ones will receive the assets you wish them to have in the event of your death. To be clear, a will is a legal document that states how you want..

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Tax Saving Secrets

January 17, 2022 BY Shanna Tingom, AAMS®

Honestly, most people don't like paying their taxes, with some going the extra mile to avoid paying. However, there are various ways you can save money even when filing your tax returns. This way,..

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Financial Goals for 2022

December 29, 2021 BY Shanna Tingom, AAMS®

Retirement should be a time of rest, relaxation, and play. It should be about focusing on those pursuits that you wanted to do when you were younger, but you have yet to cross them off of your bucket..

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Top 5 Things You Could Spend Less On In Retirement

December 28, 2021 BY Shanna Tingom, AAMS®

As you prepare or revise your retirement plan, one of the most important steps that you can take is to ensure that your projected future budget is accurate. Any oversights or poor estimations can,..

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Retirement Planning Mistakes To Avoid

December 21, 2021 BY Shanna Tingom, AAMS®

Retirement should be a time of rest, relaxation, and play. It should be about focusing on those pursuits that you wanted to do when you were younger, but you have yet to cross them off of your bucket..

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Retirement Planning & Holiday Spending

December 14, 2021 BY Shanna Tingom, AAMS®

You've spent the better part of your working years planning for your comfortable retirement. As you celebrated your last official day of work, you already had a pretty good idea of the value of your..

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Charitable Giving & Your Retirement Plan

December 7, 2021 BY Shanna Tingom, AAMS®

The average individual spends less during their retirement due to a budget. The exception is giving to charitable causes. A study by the WPI (Women's Philanthropy Institute) looked at how households..

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