A down market can impact when you retire, and withdrawing money early-on from a depleted account can affect the growth of those accounts. In this blog post, I will discuss…
Recently, a client asked me whether transferring money from a previous employer’s 401(k) to her new employer’s 401(k) was safe.
Like every decision, you have to weigh the pros and…
Planning for the aging of loved ones can be a challenging process. Here are some lessons learned from those who have been through it.
We thought we planned for everything…
As a financial planner, I've seen my fair share of families struggling with the overwhelming responsibility of caring for both their children and aging parents.
It's a situation that I…
March 10, 2023
As a fan and long-time user of LastPass, I was alarmed by the latest LastPass hack. But what exactly happened, and what does it mean for users like…
If you're still keeping your passwords on a sticky note or a spreadsheet, it's time to upgrade to the 21st century, my friend. No one wants to be a victim…