After a strong year for international stocks in 2025, I’m getting more client questions about increasing the percentage of International in their portfolios. Many foreign stock funds saw double-digit returns, and the financial media (who are paid to get you…
These days, Dorothy, Blanche, Rose, and Sophia would have more options than ever for housing that offers community and financial savings. Senior cohousing Think of senior cohousing as the real‑life Golden Girls reboot. Everyone has a private home,…
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…
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