Blog

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.

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What Are Your Money Habitudes?

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

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Better

Incremental improvements over time... this is the way.

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Retirement Planning in Pictures

A visual guide to the challenges (and opportunities) as you plan for retirement.

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9 Investments Women Should Avoid

A few things to keep out of your investment portfolio.

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So Many Financial Choices

Whether you’re sitting down for a meal at The Cheesecake Factory or making financial planning decisions, more choice isn't always as appetizing as it may seem.

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College, Turning 26, and Other Dependent Changes That Impact Healthcare Costs and Coverage

What should you consider for your child's healthcare as they age?

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The Dangers of Time Travel

When the calendar rolls over from December to January, it’s a good time for reflection on the year that was as well as an opportunity to look ahead to the year.

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A Guide to Help You Sign Up for Medicare

Before you can check Medicare enrollment off your “Turning 65 Checklist”, it's important that you know how the process works.

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