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First, I hope this post finds you and your loved ones safe and well. With the terrible state of affairs in the Ukraine, it’s personally been a reminder of how blessed I am to do what I love with people I truly care about and to have the freedom to do so! War is unpredictable. […]
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Here’s what I’ve been reading this past week or so. Couples Are Happier When They Talk About Money Some uncomfortable facts: 74% of women die single, and 90% of women will manage their own money in their lifetime, whether they want to or not. Many married or partnered women don’t realize that the statistics overwhelmingly say that someday […]
Here’s what I’ve been reading this past week or so. Can I Afford To Retire? People don’t normally wake up and say “hey, I need a financial planner today”. They reach out because something in their lives triggers the need to find a resource to help them with a life transition like a job change, […]
Here’s what I’ve been reading this past week or so. This week’s list is shorter than usual because I’m in the Midwest visiting family eating way too much Chinese food and being spoiled by my mom. Do You Need a Financial Planner? This Kiplinger’s article gives you 5 reasons for and against hiring a financial […]
Here’s what I’ve been reading this past week or so: 7 Steps to Financial Freedom Financial Freedom. This tends to be the number one goal for most of my clients. The freedom to chose when and how they want to retire. The freedom to chose to downshift their career or to take a risk and go for their […]
Here’s what I’ve been reading this past week or so: A Little-Known “Back Door” Trick for Boosting Your Roth Contributions Roth accounts are something that I talk about with every client. Roth accounts are amazing tools to save for retirement and plan for taxes. Basically you pay income taxes on the money now, but then […]
Here’s what I’ve been reading this past week or so: Are You Spending Too Much or Earning Too Little? Budget. The dreaded word. Most people run screaming when they hear this loaded word. Even the softer term “spending plan” makes people squirm a little. Whatever you want to call it – understanding where your dollars […]
