Lifestyle & Retirement

A Retirement Community – Great Choice! Here’s Why…

Those who know my parents, who have always been active types, know that the word “retire” was never part of their vocabulary. So you can imagine my utter shock when they brought up the subject of retiring. Of course, for them “retiring” meant leaving their full-time jobs so that they would have more time to do other things, ...Read More

3 Tips for Selling Investments

Key Points Knowing when to sell is just as important to building wealth as knowing when to buy Emotional decision making could impair your ability to make good long-term choices Rebalancing your portfolio on a regular basis can help lock in gains and avoid losses On May 17, 2017, the Dow Jones Industrial Average Index dropped 373 points after a ser...Read More

Plant City, Florida! And Away We Go!!!

Can you name a small town where antiques, a beautiful historical district, strawberries and trains meet and attract throngs of local visitors? The answer is Plant City, Florida. This town of about 34,000 is located just off I-4 between Tampa and Lakeland and is a mecca for locals because of its many attractions. Named after railroad and hotel magna...Read More

Preparing for Retirement: Top Trends

Key Points Most workers are preparing for retirement, but many aren’t sure whether they’re saving enough About 37% of workers expect they’ll need $1 million or more in retirement savings Those with a formal plan are almost twice as likely to feel confident about the future Most Americans are fairly confident about preparing for retirement – are you...Read More

Are We Our Own Worst Enemy? Age = Less?

I used to like being told I look great for my age. It was a super ego-booster, made me feel special. But what did that remark really mean? It meant that the person making the remark has a stereotypical view of what older people SHOULD look like. And I didn’t fit their stereotype. It wasn’t really a compliment. It was a remark tainted with prejudice...Read More

Journey with Kileen to “Mysterious” Easter Island

One of the most remote islands on Earth in the middle of the South Pacific, half way between Chile and Tahiti, is Easter Island. I had a chance to visit this island last winter. It is a paradise of hills and extinct volcanoes covered in grasslands and formed by massive volcanic eruptions. Naturally it was uninhabited for millions of years.  This is...Read More

How Big Is YOUR Heart?

Everyone claims they have a big heart. As our President contends, there’s a lot of fake news out there. Consider the real thing – a blue whale. A blue whale’s heart is the size of a small golf cart – unlike The Donald’s supersized vehicles. The whale’s heart weighs about 400 pounds – big enough to squeeze your head in its aorta – although it’...Read More

The Best Retirement Plan is Not To – Thoughts by Aaron Clarey

It’s an all too common problem. Every month I host a financial planning class and I ask all the new students to introduce themselves.  And while there’s the occasional 35 year old housewife there, unfortunate widow whose husband did the finances there, or even the young whipper snapper 23 year old trying to get a jump on things, the plurality of my...Read More

10 Summer Fashion Tips For Women Over 50

Summer is coming, so what should you wear if you are over 50? Should you wear mini skirts? Sleeveless dresses? Prints? trendy colors? What exactly are the rules for women of over 50? Here are some ideas, please share yours as well! Classic & bright. Mixing white with bright colors is always a super flattering look for women over 50.  White is a...Read More

8 Tips To Avoid Being a Grumpy Old Person

Often we see people who, in their early life, have a sympathetic and positive mind. But, 20 or 30 years later, those positive qualities slowly erode and are replaced with a propensity towards being grumpy, miserable and negative. How can we ensure that we avoid the ‘grumpy old man’ syndrome and remain positive throughout our advancing years? While ...Read More

Claim Your Freedom this Independence Day!

Billy and I have been traveling the globe for almost three decades. Within those international trips we have noticed that humans intrinsically desire to be free. For the most part you and I enjoy our freedoms. We have control over our finances, we can drive a car whenever we choose to do so, and if you are reading this, chances are you have a backg...Read More

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