Blended marriages and families are becoming more and more common. I know this firsthand. After my parents divorced, they both decided to get married again to other people. On my mother’s side, I have two stepbrothers and a stepsister. On my father’s side, I have...
Mrs. B. enjoyed being a stay-at-home mom while her husband worked as a pilot. She and her 3 boys (ages 13, 15, and 17) were shocked when Mr. B. got sick and passed away in his early 50s. But the family was lucky. They would...
If you’ve looked into choosing retirement accounts and felt like it’s a big bowl of alphabet soup with all the IRAs and 401(k)s and Roth's and SEP, then you’re not alone. There are many different types of retirement accounts out there, but which ones are...
Have you ever considered hiring a financial planner? You don’t have to have lots of assets and be wealthy to benefit from financial planning. In fact, some people even do their own financial planning. Whether you do your own financial planning or you hire a financial...
What would you do with $300k? I have a client whose beneficiaries have been pondering the same question for over two years! Why? Because my client didn't want to sign a form. Crazy, right? But it’s a true story. How can you keep this from happening...
How Do You Choose the Right Accounts for Retirement? If you’ve looked into choosing retirement accounts and felt like it’s a big bowl of alphabet soup with all the IRAs and 401(k)s and Roth and SEP, then you’re not alone. There are many different types of...
15 Steps to Get You Ready for Retirement If you’re just flying by the seat of your pants hoping that retirement will somehow work itself out, then you need a reality check. You’ve heard the phrase, “If you fail to plan, you plan to fail,” right?...
10 Reasons Not to Downsize Before You Retire While some people cannot wait to downsize to a smaller house when the kids are on their own and retirement is approaching, downsizing isn’t right for everyone. There are many factors to consider before you decide to sell...
10 Common Challenges Women Face in Retirement Whether you realize it or not, women often face different challenges than men do when it comes to retirement. And nobody wants to make a retirement mistake because it usually ends up costing you big in the long run....
7 Tips for Managing Money for a College Student Have you ever considered that your children are on your “payroll”? Now, hear me out… I’m not saying they are your employees, of course. But by the time your children are ready for college, you shouldn’t be...
