Retirement Dating – I Recommend it For Everyone!
Retirement dating is for everyone - meaning that you should "test drive" retirement before you get there. Learn more in...
Did You Miss It?
First, markets move quickly. Like, really quickly. They shot down at historic rates and then shot back up. Volatility is...
The Fulfillment Challenge
As lifelong financial coaches, it's incumbent upon us to take our financial conversations to a higher level. Higher than assets...
Dollar Cost Averaging – What is DCA?
You've probably heard of Dollar Cost Averaging (DCA) over the years, but maybe you don't know exactly what it is....
A Natural Financial Athlete
There's always that one kid. You may recall him growing up, or maybe they are a member of your child's...
Is it Time to Refinance?
In the past couple of months, mortgage rates have been declining yet again. Today, you can find 30 year mortgages...
Withdrawing from Retirement Accounts:
At least once a week, I find myself educating a client on when they have to take money from retirement...
Irregular Regular Expenses {A Cautionary Tale}
One of the most common questions asked of me (or my partners) is “how much money do I need to...
Investing in the Stock Market is NOT Gambling
A few weeks ago, I was visiting my happy place–the Jersey shore. It was an especially good weekend because my...
What the Proposed SECURE Act Means to You – 9 Major Changes
Recently, I’ve gotten a few questions about the proposed SECURE (Setting Every Community Up for Retirement Enhancement) Act that the...
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