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...
Retirement Drawdown {What’s the Right Cadence?}
Retirement brings unique circumstances to a person’s life. It’s likely the first time you’ll truly appreciate not setting the work-time...
The Importance of a Financial Check-up {11 Reasons to Stay Diligent}
Financial Check ups create a forum for us to advise and effectuate change for our clients. This is at...
Your Financial Pop Quiz!
The other day I was at a doctor’s appointment and got a friendly surprise. There was a three hundred question,...
Game of Loans: Constructive vs Destructive
I am, like so many others, fully on the Game of Thrones bandwagon. The show is truly one of my...
What I Learned From People in Bad Financial Shape
Being a financial coach, I have the ability to see people in both great and bad financial positions. To be...
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