I do extensive research for all my workshops. Here, I list the references I think may be useful to you. Dig deeper and read some of these publications! Most, but not all, are available online.
Click on the title of the workshop to open the list.
Annuities: The Good, the Bad, and the Complicated
Credit History, Credit Score, and Identity Theft Protection
Financial Checkup for Retirees
Finding Financial Advice that’s Right for You
How to Choose and Use Money Apps: DIgital Wallets, peer-to-peer payments apps, and neobanks
Is It the Right Time to Retire?
Getting the Most from Your Retirement Dollars
Strategies for Claiming Social Security Benefits
Taking Distributions from Retirement Plans
Ten Steps to a Smarter Tax Return
Twelve Months to Take Charge of Your Finances
Karen Chan Financial Education & Consulting, LLC 