Blog

Financial Planning For Widowed Individuals

Losing a spouse often upends even the most familiar routines, leaving you to handle new legal obligations, household tasks, and emotional hurdles all at once.

Click here to read the article

How to survive your first year in retirement: dos, don’ts, and expectations

Welcome to your next chapter! The golden years. The stage you’ve spent years preparing for. No more daily grind. No more tight schedules. No more meetings, co-w

Click here to read the article

The only constant in life...

Getting punched in the gut when you least expect it

Click here to read the article

What's a Self-Directed IRA and Do I Need One?

This was a recent question from a long-time friend and reader...

Click here to read the article

Read This Before you Hire a Financial Advisor

My thoughts on navigating the often confusing world of financial advice...

Click here to read the article

The Adjustment Bureau Sequel

More on financial planning and adjustments

Click here to read the article

How an HSA Can Help Women Save on Medical Costs in Retirement

Have you considered how your HSA could play a role in your retirement savings strategy?

Click here to read the article

5 Things Couples Should Consider Before Moving Out of State in Retirement

Moving in retirement is a serious decision. If you’re contemplating a move, I’d love to review some critical considerations first.

Click here to read the article

What Are Your Money Habitudes?

We each have our own "money personality." What's yours?

Click here to read the article