Posts by Carolann
Money and Memory
While no one can predict who might experience dementia in their later years, it’s prudent to include the possibility as you’re building your long-term financial plan. We’ve all had them:…
Read MoreFrom The Founder: Taxes in America
Since April is often considered ‘tax month,’ I thought I would share a few tax charts that I found interesting. One of the opinions I’ve heard a lot in recent…
Read MoreSpring Clean Your Finances
Spring is a good time to organize your finances, clean up debt and credit issues, consolidate old accounts and develop good habits to work toward your goals. Do you have…
Read MoreSpring Forward or Fall Back: Debating Daylight Saving
Are you tired of adjusting your clocks twice a year? Daylight saving time has been a subject of debate for decades, and while nothing has been decided yet, several recent…
Read MoreFrom The Founder: Election Promises and Our Growing Debt
This month, I thought I would begin to share my thoughts on the upcoming election. No, I am going to predict who is going to win. I also won’t attempt…
Read MoreNavigating Peak 65: The Unprecedented Challenges Facing Retirement in 2024
In the vast landscape of American demographics, 2024 marks a pivotal moment – the arrival of Peak 65. With record numbers of baby boomers reaching this milestone, the retirement system…
Read MoreHelp Avoid Outliving Your Savings While Maintaining Your Desired Retirement Lifestyle
When it comes to retirement planning, all of us want to know we have enough money saved and how to make it last. We also want to feel confident that…
Read MoreSave Your Retirement “Edition 4”
I am thrilled to announce the official launch of the updated edition of “Save Your Retirement”! Whether you’re a dedicated follower of Dick and Jane’s journey or just joining in,…
Read MoreRetirement Accounts & RMDs
RMDs are crucial for retirement account owners age 73 and older Some qualified retirement account owners are surprised that the IRS requires them to take a certain amount from their accounts each…
Read MoreFrom the Founder – 20 Years!
Happy New Year! January symbolizes a fresh start every year, but this year is just alittle more special for us here at Preservation Specialists. You see, it was back in…
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