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retirement challenges

3 Retirement Challenges You Can Plan For

January 17, 2021

No matter where you are in your retirement journey, a financial advisor may be able to provide you with potentially valuable information and advice. A comprehensive retirement plan tailored specifically to your situation could have a major impact on your retirement: It may help you avoid common retirement pitfalls and mitigate risks. Here are 3 potential retirement challenges…

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living longer

Create Your Own Blue Zone in 2021

January 15, 2021

Did you know that there are places in the world where there is an unusually high number of people living into their 90’s and even 100’s? These populations are known for maintaining good health well into old age and are called “blue zones.” It’s not that they have special technologies, or the best doctors, or special genes –…

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financial planning

What’s In Store For Us in 2021?

January 11, 2021

We’re all looking forward to the new year more than usual. Even though COVID will remain in 2021, the changing of the calendar can bring about a new mindset and optimism. But before we forget all about 2020, let’s look at the latest COVID relief bill, which includes more stimulus checks and some changes that could affect Medicare…

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retirement planning questions

Ready to Retire in 2021? Ask Yourself These 3 Questions

January 4, 2021

Will 2021 be your retirement year? And how do you know when it’s time to retire? For some, retirement comes at a milestone. Maybe it’s 35 years on the job or your 65th birthday, or maybe your goal is to retire when you have a certain amount in savings. Retirement is different for everyone, and it’s a big…

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4 Reasons to Be Optimistic About 2021

January 4, 2021

You might have a lot to look forward to in the 2020s. First of all, 2020 is over! Maybe your children will graduate from college, maybe you’ll become a grandparent, and maybe you’ll retire. The whole world also has a lot to look forward to in 2021, mostly the vaccine and the end of COVID (hopefully)! Here are…

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new years resolutions

What’s Your New Year’s Resolution?

January 1, 2021

Many make them, and few keep them. New Year’s resolutions can be a great way to trade in bad habits for good ones but can also feel more like a burden than a blessing. Some people take on too grand a goal to realistically keep up with through the year. Others may struggle to think of anything at…

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goal planning

3 Easy Ways To Get On-Track for 2021 & Beyond

December 28, 2020

Only 28% of Americans will make New Year’s resolutions that are financial in nature, according to a recent MassMutual survey.[1] Perhaps more should – retirement requires significant planning and there is no better time to start than at the beginning of a new year. If you’re wondering how to do this, then you might consider these 3 easy…

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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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Rick Barnett has appeared on the following networks and publications:

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