Should You Keep the Family Home in Retirement?
Deciding to keep or sell the family home can be emotional and complicated.
Retirement and COVID-19; “Should I stay or Should I Go Now..”
Are you familiar with that quintessential Italian-American or Yiddish slang word “agita”? The Oxford dictionary defines agita as “anxiety, stress, aggravation”. Investing is a very personal decision, as you may be the one with “agita”, tossing and turning, keeping your partner up at night, or waking up with a feeling of overwhelm or dread.
6 Retirement tips – Maximizing Savings & Deployment Benefits
Use these tips to maximize your savings opportunities while deployed to a Federally Tax Exempt Combat Zone (CZTE). Paying less interest, less taxes, and utilizing the power of compounding – means more money you can save for an emergency fund, to pay down debt and build wealth for retirement.
The New Face of Retirement… Things Aren’t What They Used to Be
Remember that 4% withdrawal rule we always heard about? Well it just might not really work with interest rates so low
How Do I Find a Financial Advisor Now That I’m Divorced
We work hard and sometimes we save. Some folks save well and others do not. Either way, divorce can really impact your taxes, monthly spending plan (cash flow) and the certainty of a secure financial future in retirement.
I Want To Be a Millionaire! (Or Do I?)
I meet with clients all the time around retirement planning. Trying to reach as many folks as possible in helping them to understand the power of compounding and the need to forecast the money they will need annually in retirement “after inflation” has been applied.