So one of the first questions that I ask a new client when we sit down to begin the financial planning process is why is money important to you? Watch the video below to learn how I view money as a tool, and how you can start using your wealth as a way to power… [Read More]
Your Biggest Retirement Questions: Answered
If you’re gearing up for retirement, you probably have a thousand questions running through your mind at any given moment. You might be wondering whether you have enough money saved, if you’ll be financially okay throughout retirement, and how you’ll spend your time away from your full-time job. Those questions just barely scratch the surface… [Read More]
How Does Financial Security Look Like as a Retired Woman?
Planning for retirement as a woman comes with many different hurdles and considerations that aren’t always addressed in the mainstream media. The truth is that retirement planning isn’t a one-size-fits-all solution. Women retirees often need to plan for a larger savings that matches their longer lifespans, the financial toll that caring for aging parents (or… [Read More]
Am I Doing Enough for My Financial Future?
The truth is, everyone’s financial situation is different. It’s tough to predict whether you’ll have enough, or whether you’re doing enough, in one blog post. However, if you take a few steps back to evaluate your goals, and work backward to create a plan – you’ll be able to start piecing together a strategy that helps to make sure you’re doing “enough” now to prepare for a fulfilling future.
Five Wishes: A Legal Living Will in Georgia
In the state of Georgia, Five Wishes meets the legal estate planning requirements for an advanced directive for health care.
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