Retirement

What’s the Definition of Needs?

by Kay Lynn on August 30, 2010

It’s important when creating your budget to understand what is a need versus a want. If you need to cut back then the wants are the first to go. However a recent survey of my generation revealed the needs are not really only the basics for survival (shelter, clothing and food). Instead, 66% in this [...]

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Is a Phased Retirement for You?

by Kay Lynn on February 26, 2010

Planning for retirement should be an ongoing process until the day you are officially retired.  The economy the past couple of years have changed how some of us view retirement incuding yours truly.  According to the Wall Street Journal phased retirements plans are becoming more common. A phased retirement is an alternative to regular employment that [...]

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What’s Your Number?

by Kay Lynn on January 13, 2010

Remember the commercials  for a financial services company showing people walking around with various numbers?  The number was the amount of money needed for retirement.  It varied by person, but of course the company could help you get to your number. I didn’t think much about it at the time other than the fact that [...]

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Top 5 Places I want to Visit

by Kay Lynn on November 20, 2009

I don’t want to get to Dave Ramsey’s step 7 just to acquire money. The point of money is to be able to do the things Mr. Boomer and I want to and live comfortably the rest of our lives. You might remember  the movie “The Bucket List” a couple of years ago when two [...]

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Week in Review: Knotts Berry Farm Edition

by Kay Lynn on November 15, 2009

 Last week was Veteran’s Day and one of the Veteran’s offers I listed was free admission to Knotts Berry Farm for Veterans and one guest through November 26th.  Mr. Boomer and I are taking advantage of the offer this weekend. I’m not a thrills ride person but Mr. Boomer loves it! We’ll have fun just doing [...]

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