I was sharing in another blog post about my friend’s question about what financial things she should have separate from her spouse.
When she asked me this question, what really came…
My 50-something friend who has been married for 20+ years was sharing with me over burritos the other night that she wanted to buy her spouse a pricey birthday present…
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…