Much of my professional time is spent either strategizing with clients about their retirement or writing about this topic. It seems engrained in our brains to ‘work towards’ our retirement. Most people target retiring around age sixty-five with a few thinking earlier and some later. Some, but very few, have no intention of retiring. These […]
Many parents have a lot of emotional attachment to the home where they raised their children. There are so many memories associated with virtually every room in the home, the yard, the neighborhood. But the home that was big enough for your family is likely much larger relative to your needs in retirement. What has […]
Last week our discussion centered on your Financial Checklist for the New Year and included making both your 2018 and 2019 contributions to either a Traditional IRA or Roth IRA as soon as you’re able…hopefully this month. If you’re ready to make that investment or at least set up a monthly auto-investment plan for one […]