A financial plan consists of many topics, but one of the main focal points is retirement. Having worked as a financial planner for over seven years, I’ve picked up anecdotal and experiential observations that shed light on some of the common retirement myths and misconceptions I’ve noticed over my career.... Read More
While on vacation, I got caught in a poolside conversation about money, as one does when they’re a financial planner. The conversation was about a wealthy family friend who gifted each of their adult children an 8-figure sum of money and how one of the children has already spent the multi-million dollar gift.... Read More
While marriage is accepted as the societal norm, it's not right for every couple. If you are evaluating whether or not to tie the knot, consider the unique financial incentives, opportunities, and pitfalls of wedded bliss.... Read More
As a Wealth Advisor, I've reviewed hundreds of client tax returns over the years. Unfortunately, even as tax prep software evolves, several common mistakes prevail and every year I catch a few. So how can you avoid these common (and costly) errors?... Read More
What would you do if you discovered that your spouse had a secret credit card and that he/she racked up over $30,000 in charges? Money problems are often cited as a leading reason for divorce. Let's explore one money problem in particular—financial infidelity.... Read More
As a financial planner, I work primarily with early and mid-career professionals. So, as you can imagine, I field many questions from my clients. But, believe it or not, there are two repeat questions I receive that tell me everything I need to know about a person’s mindset.... Read More
You have probably heard a tragic story about someone who pinched pennies to save for retirement, only to have their life cut short before enjoying the fruits of their labor. As my grandma says, "Everything in moderation," but how do you find the right balance between enjoying your today and investing for your tomorrow?... Read More
If you retire early (before age 59 ½) and take funds from a retirement account, you could pay a 10% penalty! However, there’s a way around that penalty using a Roth IRA. You just need to count to five.... Read More
Preparing for retirement is an exciting yet nerve-racking time. It takes years of preparation, planning, and execution to pull it off. But before putting in your two-week notice, there are three numbe... Read More
Are you a goal setter? If not, it’s time to start daydreaming. What do you want your life to look like in five years…or in 25 years? A Harvard Business study found a direct correlation between goal se... Read More
