So, how’s your 2020 been? As I write this blog, I’m getting used to yet another blow to personal freedom, the 9pm curfew. Even my parents didn’t have me home that early in my not-so-rebellious teenage years. It is…
If you ever thought your friendly neighborhood financial advisor knows it all, think again! I learn new things from clients all the time. This little nugget came to my attention a few weeks ago. It will apply to very few…
Nope, I have not become a gourmet cook while under stay-at-home orders. In fact, somehow, I’m finding even harder to find the time to cook these days. Blame Tiger King. However, I did go out and do the requisite…
Nope, I have not become a gourmet cook while under stay-at-home orders. In fact, somehow, I’m finding it even harder to find the time to cook these days. Blame Tiger King. However, I did go out and do the…
Clients sometimes ask me what they are not thinking about when it comes to retirement planning. Mostly, they’ve thought about a lot, but there are a few things that can surprise you. Unreimbursed medical expenses. Yes, retirees dread health…
Yes, we are all sick of coronavirus news! Except when it’s just funny. So, to honor all the mothers out there, especially in time when we are forced into 24-hour a day contact with our little darlings, enjoy some mom-wit…
Stay organized and prepared for retirement with my comprehensive checklist and timeline. Enter your name and email below to get instant access.
