Navigating your first year in retirement Derrick Kinney Like most Americans you’ve probably spent years working to achieve the retirement of your dreams. Then there comes a point when this career milestone changes from a distant goal to an imminent reality. You can make your first year away from work more rewarding and less stressful…
Tag: Dollars and Sense
Features, August 2016
Dollars and Sense: Ease into retirement by becoming a consultant
Derrick Kinney An increasing number of baby boomers who want to scale back from their nine-to-five job but aren’t ready to fully retire are discovering a perfect compromise: taking on the role of a consultant. Becoming a consultant is a way to apply the significant experience and knowledge you have acquired over a lifetime of…
Features, May 2016
Dollars and Sense: Six basic steps to legacy planning
Derrick Kinney What long-term impact do you want to have on the people and causes that are important to you? Legacy questions are tough, and estate planning, an essential part of documenting your intentions, can be complex. One way to get the process started is to consider the following basic steps. 1. An updated will.…
Features, January 2016
Dollars and Sense: Financial planning necessary for every life stage
Editor’s Note: “Dollars and Sense” is a new column in the Robson Ranch Pioneer Press dedicated to financial issues. This column is designed to provide accurate and authoritative information on the subject of personal finances. The publisher shall not be liable for any loss of profit or any other commercial damages, including but not limited…
Features, December 2015
Dollars and Sense
Editor’s Note: “Dollars and Sense” is a new column in the Robson Ranch Pioneer Press dedicated to financial issues. This column is designed to provide accurate and authoritative information on the subject of personal finances. The publisher shall not be liable for any loss of profit or any other commercial damages, including but not limited…
Features, November 2015
Dollars and Sense
Take a day to organize finances Derrick Kinney, ChFC®, CASL®, CLTC, CRPC® If you’re like most people, you periodically set aside time to clean out your home, garage or closets. It’s equally as important to take time to organize your finances. The following checklist can help you get started: Cancel unused credit cards. If you’re…
Features, October 2015
Dollars and Sense
Boosting the tax benefits of charitable giving From a tax standpoint, not all charitable gifts are created equal. A tax-efficient giving strategy can help you maximize the impact of your donations to your favorite charities and take advantage of tax savings. If you are age 70½ or older, you may have an opportunity to make…
Features, September 2015
Dollars and Sense
A Challenge for the Times – Money and Memory Issues Derrick Kinney The increasing prevalence of dementia diagnoses such as Alzheimer’s disease is affecting more families in America. Family members must confront a wide range of issues, from determining when someone is no longer capable of driving, to identifying suitable caregiving options to managing financial…