The Plan Wisely Resource Library

The conversation about caring for aging parents isn’t just a financial hurdle, it’s an emotional one. Bringing up future care needs can feel like you are overstepping. For parents, these discussions often trigger a fear…

In this episode of Stuff About Money They Didn’t Teach You in School, Xavier Angel, CFP®, is joined by Shannon Mehaffey Ory, Owner and Senior Care Consultant at Avila Senior Advisors, for an honest conversation…

The question “How much do I need to retire comfortably?” can actually be answered two different ways.One is: How much income will you need in retirement?The other is: How much do you need to have…

As you enter the final stretch of your career, that critical 5 to 10 year window before retirement, you likely notice a fundamental shift in the financial advice you receive. The focus moves from aggressive…

People ask me all the time, “Am I on track for retirement?” And the honest answer is… you won’t know until you define what “on track” even means for you. Most people start with a…

For the majority of Americans, retiring is an inevitable stage of life, one that comes with both the promise of relaxing without having to work and the threat of saving enough to make that promise…

Older Americans on Medicare have become the focus of criminals. According to government officials, they are now utilizing various fraud schemes associated with the coronavirus pandemic. The common goal of these criminals is to get…

The world of COVID-19 is, at least for the foreseeable future, the new normal of society. That means that there’s no time to slow down on retirement investing, as those same deadlines are coming up…

The time is finally here. It’s when the chickens come home to roost. In most of the financial blogs of late concerning Social Security, it’s been nothing but doom and gloom. Everyone is scared the…

Except in some rare cases, we all need to have a plan for our retirement years. Each person has individual financial goals along with their personal savings situation. Hopefully, you have a personal financial advisor…

Life insurance can be called “love “insurance because we use it to protect the ones we hold dear. It’s the true definition of love for your family that can be the key to ensuring their…

This year has been quite an adventure for people who need to file and pay taxes. COVID-19’s impact on the economy led to the delaying of the income tax filing date as well as the…