Refinance
Category: Financial Planning
Retire To do WHAT
Category: Financial Planning
Retiree Health Insurance Options Prior to Medicare Eligibility
Category: Financial Planning
Key health insurance options and considerations for retirees prior to Medicare eligibility.
Retirement Happiness
Category: Financial Planning » Behavioral Finance
What are the primary drivers of a happy retirement and overall wellness?
Retirement is Just the Start!
Category: Financial Planning
We often find ourselves seeking the “finish line” where we no longer need to earn more income. But when it arrives, many folks find they have only just begun to impact the world the way they want.
Retirement: Living Well and Fully Living
Category: Financial Planning
Essential do’s and don’ts that could help you enjoy your retirement life to the fullest.
Round Two: Stimulus Aid Arrives
Category: Financial Planning
The aid package was just one part of a larger funding bill, and it contained many provisions, most notably an additional round of direct payments to Americans.
Running and Saving: A Lot’s the Same!
Category: Financial Planning » Cashflow
My time in the financial industry has made me realize that saving is a lot like running. You do not necessarily always want to do it, but you know that it’s good for you and for your future.
Saving for a Rainy Day
Category: Financial Planning
According to a 2020 Federal Reserve study, 36% of American adults do not have enough cash to cover a $400 unexpected expense1. While the opposite 64% say they DO have enough, that still leaves around 90 million American adults unable to handle a modest money disruption in their lives.
The Two Most Important Questions to Answer When Choosing a Financial Advisor
Category: Financial Planning » Behavioral Finance
In working with over a hundred prospective clients in the past five and a half years, I’ve found that these are the two most important questions you need to ask yourself...
Thermostats and Peanut Butter Jars
Category: Financial Planning
“Scrape the bottom of the peanut butter jar,” in order to set yourself, your family, and others up for future happiness.
Things You Can Do Today to Be Ready for Retirement
Category: Financial Planning
We often see a lot in the news about how many people aren’t prepared for retirement. But saving for retirement in a 401k doesn’t have to be scary or complicated.
Three Categories of Risk for Retirement Income
Risks can often feel much different to retirees. The overarching risk for retirees is that something takes place that results in a permanently lower standard of living. Retirement researcher, Wade Pfau, has identified three major categories of risk for one’s income in retirement.
Three Commonly Missed Opportunities by Executives
Category: Financial Planning
I’ve had the opportunity to work with a number of executives over the years and have found some commonly missed financial opportunities.
Three Fun Budgeting Benefits
I’ve found some fun benefits to budgeting outside of the normal spend less, save more mantra.
Three Tips to Help Set Yourself up for Retirement
Category: Financial Planning
Retirement. It’s something everyone thinks about at some point in their lives. When I see or hear about the people who have retired most effectively, three themes stick out to me. Let’s dive into them.
Three Ways to Make Saving Automatic
Category: Financial Planning
Here are some ideas and tools you can use to help make your saving automatic, the biggest key to growing your savings.
Three Ways to Teach Kids Important Financial Skills
Category: Financial Planning
Whether you’re a business owner or not, here are three ways to start talking about money and building financial skills with your children or grandchildren while they’re young.
Time to Revisit Your Cash Reserve Fund
Category: Financial Planning » Cashflow
Nearly four out of ten Americans lack enough money to cover an unexpected $400 expense? The statistics on this have remained consistent over the years. One of the first steps in building a strong financial foundation is creating an emergency fund. The idea is to prepare for the unexpected expenses of life.
Tips for Setting Financial Goals in Marriage
Category: Financial Planning
If the financial goals conversation seems intimidating to you, know that you are not alone!