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Time is our most precious resource and I thank you for allowing me to get a few minutes of your time each week. I hope you find the blog helpful and informative. Send me an email if there is ever a topic you would be interested in learning more about. I will research it and write a future blog about it.

Receiving A Lump Sum Retirement Distribution From Your Co-op? Don't Make This Mistake! Thumbnail

Receiving A Lump Sum Retirement Distribution From Your Co-op? Don't Make This Mistake!

When you retire from your cooperative you have several options on how to receive your R&S pension. For example, you can take it as series of payments, you can take it as a lump sum distribution or you can do a combination of both. For those of you interested in the lump sum distribution, I want to make sure you avoid a critical mistake that I have seen retirees make.

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How To Retire Early? Thumbnail

How To Retire Early?

What if your cooperative is looking to downsize or maybe shed some of it's payroll to increase their bottom line? What if they start offering "early retirement" packages? For some of you age 59.5 or older it's a great deal and almost a no brainer ...as far as the decision making process goes. Take that money and run! But many of you are stuck in that 50-58 age range where the thought of retirement can be a little scary. You thought you had several more years to prepare and suddenly you have to make the biggest financial decision of your life in 60-90 days. Talk about an emotional roller coaster. I can't even imagine. Let's look at some options.

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The Three Main Stock Market Indexes Explained Thumbnail

The Three Main Stock Market Indexes Explained

Everyday the financial “news” tells us the status of the S&P 500, the Dow Jones Industrial Average and the Nasdaq Composite because these are the three most followed indexes by media and investors. I’ve found through the years that many people have no idea what an index is or specifically what these three indexes represent. Today I’m going to give you a Cliffs Notes version of what an index is as it relates to the stock market, a brief explanation of the three major indexes

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