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Shift Change: How to Make the Move From “Saver” to “Spender” During Retirement

Shift Change: How to Make the Move From “Saver” to “Spender” During Retirement

by Bruce Sellery | Feb 3, 2019 | Articles, Organizing, Spending

You’ve been a “saver” for as long as you can remember. Now, you’re transitioning into retirement. Here’s how you can shift from being a “saver” to a “spender” without fear and anxiety.

Tips for Finding a Financial Advisor

Tips for Finding a Financial Advisor

by Bruce Sellery | Feb 3, 2019 | Articles, Organizing

A great advisor can make a huge difference in your financial well-being. But how do you go about choosing one? Here are some ways to identify candidates and criteria to use to screen them.

In the Groove to Move? How to Know When You’re Ready to Sell Your Home

In the Groove to Move? How to Know When You’re Ready to Sell Your Home

by Bruce Sellery | Feb 3, 2019 | Articles, Organizing, Spending

You’re finally thinking about selling your nest. There are many financial and emotional factors to consider before you make that big move. Here are some tips to help you sort out the pros and cons.

Set It and Forget It: How to Set Up An Automated Savings Plan

Set It and Forget It: How to Set Up An Automated Savings Plan

by Bruce Sellery | Feb 3, 2019 | Articles, Organizing, Saving

Automated Savings allows you to pay yourself first.

Money Etiquette:  Emily Post for Personal Finance

Money Etiquette: Emily Post for Personal Finance

by Bruce Sellery | Jan 30, 2019 | Articles, Organizing

How to handle money etiquette issues with your family and friends.

How to Pull Off a Money Makeover

How to Pull Off a Money Makeover

by Bruce Sellery | Jan 27, 2019 | Articles, Organizing

A step-by-step approach to transforming your financial life. Start by choosing one area – just one – so you can focus on taking a few critical actions.

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