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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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Estate Plan. Do you have one?

November 9, 2021 BY Shanna Tingom, AAMS®

After working hard and building a little wealth, it's incumbent on you to do what's necessary to protect that which you have accumulated. There are several ways you can protect your wealth, including..

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Budget For Retirement Travel

November 2, 2021 BY Shanna Tingom, AAMS®

For many people, the dream of traveling in retirement is strong. You may want to plan trips to see your adult kids and grandkids a few times per year, and you likewise may have bucket list trips in..

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Healthcare could be Your Biggest Expense in Retirement

October 26, 2021 BY Shanna Tingom, AAMS®

No matter what your age is, its important to start preparing for the time when you eventually retire. One of the biggest financial issues you may encounter while youre ready to stop working is how..

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10 Reasons You'll Love Being Retired

October 5, 2021 BY Shanna Tingom, AAMS®

If you are like many people, you are probably looking forward to the time when you can retire. It marks the end of an era and serves as a reward for all the hard work you have done over the years...

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