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Jolene Latimer

Jolene Latimer



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.


Jul 20, 2021
Want to Retire Abroad? 4 Financial Considerations to Make First
An increasing number of Americans are choosing to experience different cultures and lifestyles by moving abroad in retirement. In 2019, a total of 431,883 retired beneficiaries received their Social Security checks from abroad. That's up almost 40% in the last decade.While...


Jun 21, 2021
4 Strategies for Navigating an Unexpected Late-Career Job Hunt
The COVID-19 pandemic has caused a disruption in work for many professionals, leading to a wave of early retirements. Some workers have opted to retire voluntarily, but others have unfortunately been forced into early retirement due to layoffs in the unstable economy. If...


May 20, 2021
Divorcing Just Before Retirement? 4 Financial Considerations for Your Future
Divorce is almost always complicated, but it's especially complicated when you are nearing retirement.


May 14, 2021
3 Moves You Should (and Shouldn't) Make With Your Tax Refund as You Near Retirement
If you're used to receiving a tax refund each year, you might view it as a financial bonus that funds your entertainment expenses or luxuries such as travel. But, as you near retirement, that tax refund could start playing a more serious role in your money strategy. Even...


Apr 28, 2021
Should You Pay for Your Child's Wedding With a Loan?
So you're about to watch your child make one of the biggest decisions of their lives. Congratulations - you've probably dreamed of your child's wedding day for almost as long as they have. This can be one of the happiest and most rewarding times of your parenting journey,...

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