Teri Monroe

Posts by: Teri Monroe

7 Net-Worth Tracking Errors That Hide Real Progress Tracking net worth is one of the simplest ways for retirees to measure financial health. It provides a snapshot of asset... read the story

9 Budget Apps That Don’t Sell Your Data (According to Their Policies) Budgeting apps promise control, clarity, and accountability, but there’s often a hidden catch—your financial data. M... read the story

Is Your Financial Dashboard Lying With Averages? Financial dashboards have become a favorite tool for retirees and households who want an at-a-glance picture of their mo... read the story

8 Retirement-Income Buckets That Reduce Sequence-of-Returns Risk One of the biggest threats to retirement security isn’t just market losses—it’s when they happen. A bad market ear... read the story

10 Guardrails That Prevent Overspending in the Go-Go Years The early years of retirement—often called the “go-go years”—are filled with energy, travel, and big plans. Reti... read the story

10 Insurance Deductible Tweaks That Cut Premiums Without More Risk Retirees often feel trapped by rising insurance premiums, from homeowners to auto to health coverage. The easiest way to... read the story

Is Cash-Back Still King—or Are Transferable Points Worth More Now? Retirees and everyday consumers love rewards cards for the perks they provide. Cash-back cards promise simplicity: a per... read the story

7 Travel-Hacking Moves That Don’t Trigger Card Issuer Crackdowns Travel hacking—using points, miles, and credit card perks to maximize trips—has become a popular way for retirees to... read the story

Could Your Password Manager Be the Weak Link in Your Estate Plan? Retirees often think of estate planning in terms of wills, trusts, and insurance policies. But in today’s digital worl... read the story

8 Data-Broker Opt-Outs That Protect Your Finances Fast Most retirees don’t realize how much personal information is floating around online. Data brokers collect and sell eve... read the story