With the cold of winter, many people are thinking about SnowBirding in their retirement. What is SnowBirding? It’s migrating south for the cold winter months
Government contractors face additional retirement challenges when compared to their Federal Employee counterparts. Contractors have no pension, have to plan for
“You have to plan to live”. This is a direct quote from a client of mine this week. She is part of what I think of as the new sandwich generation. As
Your last name doesn’t need to be Rockefeller to have a charitable giving plan. Charitable giving means different things to different people. Some of my
DaVinci famously said “simplicity is the ultimate sophistication”. Yet, it is not uncommon for me to encounter an investor who has multiple accounts with
I’ve read that 80% of Americans don’t balance their checkbooks on a regular basis. If you are in that 80%, how do you create a budget that will work for your
Believe it or not, it is not uncommon for a client to come to me and tell me that they feel like they have too much cash on hand in their bank account and don’t
Thanks to our friend Google, we have an amazing amount of information at our fingertips at any moment of the day. So, do you really need to work with a
I get the question a lot – should I pay off my mortgage. The answer is that depends.
If I told you that I had a vehicle that allowed you to pay $10 in
A lot of retirement planning starts with what I call a back of the envelope calculation. That’s the calculations that you grab an old piece of mail and scribble
It seems virtually impossible to keep up with all the changes that are happening daily around the world; I don’t know about you, but I often dread turning on
Today’s job market is constantly evolving. Unfortunately, that may mean that you are receiving a pink slip and if you are lucky a severance package. Here are
