4-Minute Read Imagine driving along a winding scenic road beside an ocean cliff. While you want to enjoy the ride, you must ensure you don’t veer off the road. It…
4-Minute Read When do you expect to retire? I ask this question to people before analyzing their financial situations or determining the feasibility of their retirement plans. There is often…
5-Minute ReadSocial Security income can play a meaningful role in your retirement planning. I’ve found that getting accurate figures is more challenging than you might think.The first step is easy.…
8-Minute Read I’m commonly asked as a financial planner: “How Much Money do I Need to Retire?”. I love the question as it can lead to some deep conversations. But…
9-Minute Read Social Security can be both an entertaining and frustrating topic of conversation. Despite the emotions it may provoke, it’s worth understanding how the system works and how you…
7-Minute Read Do you have a dormant or inactive 401k plan from a previous employer? If not, do you have an active plan with your current employer but anticipate leaving…
11-Minute Read "Computers are useless. They can only give you answers." - Pablo Picasso A common question asked of financial advisors is a variation this: “How much money must I…
