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The Numbers and Psychology of Retirement

Planning for retirement and retirement itself is both a game of numbers and psychology. Both areas serve to create the most successful planning and, ironically, a focus on each of these areas individually serve the other. The numbers are the foundation and lifeblood of any retirement plan. Most people, even the ones actively saving for retirement, do not have a clear and specific idea of what their investments will be and what they can expect from them when they retire.

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The Coronavirus Aid, Relief, and Economic Security Act (CARES Act)

"The CARES Act provides 2 trillion dollars of government aid along with several SIGNIFICANT changes to preexisting IRS, retirement accounts, and other financial rules in attempts to open up opportunities for individuals and small businesses to survive in this time of crisis. I have broken down and summarized that document here into 5 key areas: Recovery Rebates, Coronavirus Related Distributions, Significant Tax Changes to Retirement Accounts, Unemployment Compensation Benefits, and Small Business Benefits."

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“Inflation” – The Financial version of Carbon Monoxide Gas

"For those who know me or work with me, they know I love analogies. The reason I love analogies is that they can take complex ideas and concepts (especially when it comes to finance and the markets), and make them easier to understand by comparing them to something that may be better understood by the person you are speaking to. When it comes to inflation the analogy I often use is Carbon Monoxide Gas. Inflation, like carbon monoxide gas, cannot be seen, smelled or tasted, but it can kill you!"

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Protecting and Insuring the “Marital Roles” When It Comes to Finance

I meet and work with people over a broad spectrum of ages, cultures, and lifestyles. They say as a “teacher” you tend to learn as much, if not more, about people and financing than you teach. Nothing could be truer than this over the 13 years I have been consulting people on life and finances. When it comes to married couples, like any “team”, there are roles that must be taken on by both spouses to support the greater good of the team.

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DIVORCE: Things to be conscious of when “Consciously Uncoupling”

Have you ever heard the term “conscious uncoupling?” It was used to describe the reason for Gwyneth Paltrow and her former husband Chris Martin, lead singer from the band Coldplay, for getting a divorce back in 2014. What many of us don’t know is this term was coined by Katherine Woodward Thomas, the US psychotherapist who advised Gwyneth Paltrow during that time. When asked about the idea behind the term Woodward described it as a better way to describe a relationship ending with “goodwill and respect.”

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