How much should I have saved for at my age?
What’s the magic number? Forgive me if I’m like the drunk at a party and I’ve already said this to you before. But it’s come up in a bunch of client meetings lately, so I’m going to tell you…
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Kristi’s Quotes: How much rent can you afford?
When Credit.com asked Kristi her advice on how to determine how much rent someone can afford, she offered this advice: Consider your expenses. If you’re like many Americans, you have debt. This is especially prevalent among young college grads. That…
Roth IRA vs. Traditional – Which Is Right For You?
Have you saved for 2016? April 15th looms and for those of you who haven’t saved for 2016, time is running out. As if that pressure isn’t enough, you have to decide what kind of retirement account to use.…
Retirement Plans for the Small Business Owner
Want to sell your business for $1billion? At the heart of the small business owner is the hope that someone will come along and buy his business for exactly the right amount of money to retire to the Caribbean. …
Kristi’s Quotes: When do you need a financial planner?
Kristi helps the Financial Planning Association figure out when it’s the right time to hire a professional financial planner. 15 Signs You Need a Financial Planner You wouldn’t depart for an important trip without a clear idea of how…
Reverse Mortgage – Not a Dirty Phrase Anymore
The Reverse Mortgage Chances are high that when I mention the idea of a reverse mortgage to clients, I’ll be met with a very sour expression. I think this is because of the impression that these instruments are expensive…