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Jolene Latimer

Jolene Latimer



Apr 20, 2022
Jolene Latimer: 3 Ways to Secure Your Disabled Child's Future
Parents of adults with disabilities are facing new challenges, as medical advancements mean special needs children are living longer than ever before. Adults with disabilities live to an average age of 50 to 80 years old.


Feb 17, 2022
Jolene Latimer: Balancing Risk & Opportunity as You Look to Retirement
An oft-repeated piece of financial advice is to reduce the risk in your portfolio as you near retirement. On the surface, it makes sense.


Jan 6, 2022
Jolene Latimer: Key Considerations Before Moving Your Aging Parent Into Your Home
It might be a natural step for an aging parent, who cannot or simply doesn't want to live alone, to move in with their adult child - but there are serious financial implications you should consider before making this plan a reality.Even if your relationship is healthy and...


Oct 7, 2021
What the Social Security Shortage Means (and How to Prepare)
Ready for some less-than-encouraging news? Recent reports show that the Social Security trust fund is projected to run out of money in 12 years - one year sooner than expected - as a result of the pandemic.


Sep 24, 2021
Three Creative Solutions to Minimize Preretirement Mortgage Debt
Reducing your debt before you head into retirement can help secure your finances as you prepare for a fixed income, and chances are, your mortgage is your biggest debt.


Aug 25, 2021
4 Moves to Make Now for a Strong Financial Legacy
Your approach to finances now doesn't just impact your present moment - it will reverberate through the future generations of your family to create a lasting legacy. Setting the foundation for a solid financial future can help chart a course for your descendants, no matter...


Aug 4, 2021
3 Pitfalls to Avoid Retirement Regrets
After working so hard, you've finally found yourself in retirement with the world in front of you - now what? Studies show mental health increases the most immediately following retirement. That's why it's so important to maximize the early retirement years.Planning for...


Jul 29, 2021
4 Creative Ways to Recover After Dipping Into Retirement Savings
If you’ve had to cash out some of your savings, it’s normal to experience anxiety about how you’ll recover in time to reach your retirement goals. Here are four ways you can replenish your savings.

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