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Do Headlines Cause You to Take Action?
Category: Financial Planning
Takeaways from a smattering of the headlines across a wide range of news sources in 2022 and early 2023.
Dividing Finances in Divorce
Category: Financial Planning
If you or someone you know is going through the divorce process, make sure they have the right team in place to guide them throughout with the entire process. As a Certified Divorce Financial Analyst (CDFA), I can help walk through the complexities.
Discover the Real Meaning of Financial Independence
Category: Financial Planning
In my daily work with clients, the question often comes down to, “How much do I need to retire comfortably?” My usual answer is, “How long are you going to live, and what do you want to eat?!”
Disability Review
Category: Financial Planning
Debt- A Useful Tool or Financial Burden
Category: Financial Planning
After 30 years of helping people think about all aspects of their financial plan, here are some thoughts on personal debt.