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Retiring in the next few years? This is your MUST READ.

THE ULTIMATE CHECKLIST TO HELP NAVIGATE RETIREMENT

Reference this on your journey toward a work-free life.

 

Inside this FREE guide, you’ll discover:

  • 22 important questions that could change the course of your retirement
  • Commonly overlooked “danger zones” in your current strategy
  • The steps you could take in the years leading up to your work-free life

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Health

U.S. Virus Response Compared to the World

By Flora & DiPaula Wealth Partners | July 28, 2020

The COVID-19 pandemic has been a struggle around the world, and the United States is no exception. It is worth looking at individual factors to gauge just where we stand…

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The Pandemic’s Financial Toll on Women

By Flora & DiPaula Wealth Partners | June 16, 2020

In April alone, the U.S. lost more than 20 million jobs — increasing the unemployment rate to 14.7%. Researchers say one of the demographics hit hardest during the pandemic is…

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Are the Stock Market and the Economy Out of Sync?

By Flora & DiPaula Wealth Partners | June 9, 2020

In normal times, the stock market is often a reflection of the economy. But these are not normal times. Even though April was marked by a global shutdown of businesses,…

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Gender Dynamics: Pre- and Post-Pandemic

By Flora & DiPaula Wealth Partners | May 27, 2020

In past recessions, industries like manufacturing and construction were often the hardest hit. For example, some economists referred to the Great Recession as a “man-cession” because at the outset, more…

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How to Deal With Financial Stress

By Flora & DiPaula Wealth Partners | May 19, 2020

A recent survey by the National Endowment for Financial Education found that almost 90% of Americans were feeling anxious about their money situation.1 39% were worried about job security 48%…

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The Coronavirus and Other Oddball Risks

By Flora & DiPaula Wealth Partners | March 10, 2020

One of the reasons investing never gets boring is because it is an ever-changing, never-sleeping industry that presents new opportunities — and new risks — every day. One of the…

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Two Retirement Planning Approaches: Safety vs. Probability

By Flora & DiPaula Wealth Partners | January 21, 2020

According to Merrill, four of the most common risks to your retirement strategy are:1 A significant market drop shortly before or early in your retirement Inflation reducing your spending power…

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Examining the work/life balancing act

By Flora & DiPaula Wealth Partners | August 27, 2019

Researchers have estimated how much of our lifetime is spent on various activities. For example, based on a lifespan of 80 years, the average person will spend:1   26 years…

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Decreasing Benefits Contribute to Retiree Bankruptcy

By Flora & DiPaula Wealth Partners | January 29, 2019

For most of the 20th century, it was common for employers and unions to sponsor health care insurance for retired workers, which helped pay for some or all of Medicare’s…

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Health Care Roundup

By Flora & DiPaula Wealth Partners | December 26, 2018

By now, most of us know to check with our health insurance company to make sure our physician or specialist referral is covered by our health care plan and within…

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