One of the biggest hurdles I face as a planner is convincing clients whose numbers support retiring that they can take the leap. That’s because one of the biggest fears new retirees have is their investments suddenly dropping just as…
Brrr, feeling chilly INSIDE of your house? This week I’m excited to offer a little education on a home improvement investment many think about but feel too intimidated to make: new windows. Yes, it feels like an big ticket item,…
When is contributing to an IRA not what your financial advisor (or CPA) advises? I’m so glad you asked! It’s very simple: Most of you reading this should NOT be making tax-deferred IRA contributions. Why? Not all IRA contributions are…
Just when you think you’ve got your retirement savings on autopilot, wham, a new tax bill comes along to change your plans. Today, I’m focusing on the changes in catch-up contributions to employer retirement plans brought on by OBBRA (the…
Yep, I’m doing the work so you can look good to your sweetie on what is probably the most fraught made-up holiday on the calendar. Save time (and money!) by learning from others’ mistakes. “After five years of gas station…
Okay, we all know (even though many of you have tried anyway) that jumping in and out of the stock market to avoid bad years and only participate in the good times doesn’t work. That’s not my hot take. My…
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