Category Archives: Retirement finances
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Looking Back, Looking Ahead
6January 1, 2023 by Jean
Like many people, I find the turn to a new year a time for both looking back and looking ahead. …
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Constant Contact and Donor Fatigue
14January 14, 2018 by Jean
When I listen to the morning news on NPR, I often hear “Constant Contact” listed as one of the program’s …
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New Year’s Check-Up
12January 4, 2018 by Jean
One of my favorite rituals for New Year’s Day is to review the year that has just ended and make …
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The Plan
9March 6, 2017 by Jean
Over the holidays, during an annual celebratory dinner with friends, one of our party said that she had recently spent …
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New Year’s Check-Up: Money and Time
10January 3, 2017 by Jean
When I retired in 2014, I didn’t have any doubts about doing so. I did have some anxieties, however, about …
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What Does It Mean to Be Rich?
12April 11, 2016 by Jean
I’ve been kept away from blogging recently by the intense rehearsal schedule leading up to my Beethoven concert. Even though …
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Tax Time
6March 10, 2016 by Jean
This is my first year filing income tax returns as a retiree. For most of my adult life, I have …
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Taking Stock: Finances
10January 3, 2016 by Jean
As the old year turned into the new, I ended my first full year of retirement and began the second. …
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How Much Does It Cost to Live in Retirement? Revisiting My Budget
11July 14, 2015 by Jean
One of the big unknowns for most people facing retirement is how much it will cost to live from month …
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Medicare and Social Security Surprises
8January 18, 2015 by Jean
I consider myself more knowledgeable about Social Security and Medicare than the average American citizen. For decades, I taught students …
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Stepping Into The Future 