How to Withdraw Money out of My Roth IRA?
If you’re like most, you’ve probably considered withdrawing money from your Roth IRA at some point in your life. Maybe you wanted to make a dent in your debt, help pay for your child’s college tuition, or make repairs on your house. When your retirement......
Women and Money: 11 Tips to Take Control of Your Money
Women and Money: 11 Tips to Take Control of Your Money Women are generally good at managing their personal finances and day-to-day expenditures. However, most women still find it quite difficult to save up extra funds for that proverbial rainy day. This could be due......
13 Tips to Get Out of Credit Card Debt
Credit card debt affects the majority of people across the nation, and credit card companies love to target young women with credit card deals, dragging many into debt before they turn 21. With all of these tricks that are targeted toward young women, how are......
Ten Reasons to Downsize Before You Retire
Are you nearing retirement and considering downsizing your home? If you’re not, you really should! There are lots of benefits—some you may have thought of and some you might not have. Here are the top 10 reasons to downsize before you retire. #1 Sell your......
Going Out in Style: Five Outfits to Wear at Your Retirement Party
Thinking about the future right now can give you a clear direction of what you want to do with your life. Planning for your retirement is one way to make sure that when the time comes, you can go out with a bang. By doing......
Lesson Learned: After 25 Years of Marriage, He Leaves Me!
One of the jobs of a financial advisor is to plan for the unexpected. I’ve had numerous clients contact me and say, “I can’t believe my husband is planning on leaving me.” Or “My husband is having an affair and filing for divorce. What do......
Lesson Learned: The Complexity of Blended Marriages
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......
Lesson Learned: Managing Money after Husband’s Death
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......
How to 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’s and SEP, then you’re not alone. There are many different types of retirement accounts out there, but which ones are......
Lessoned Learned:Who Will Get Your Money When You’re Gone?
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......
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