As a fee-only financial planner, I often work with people who are building out their estate plan. The question almost always comes up: How much money should I leave for my kids and grandkids? This is such a tricky subject to navigate. The truth is that the “right” answer is different for everyone. Factors ranging… [Read More]
VIDEO: Social Security Tips for Women Earning Over $100K
In this video, I cover the 3 most common mistakes high-earning #women make when it comes to #SocialSecurity. While only part of your overall #retirement plan, Social Security can play a big role.
Can You Save Too Much?
In 2019, it costs an average of $1 million (or more) to retire at age 65. That’s a big, intimidating number – and, honestly, most Americans aren’t on track to save enough to retire comfortably. A Northwestern Mutual survey recently showed that 21% of Americans don’t have anything saved for retirement, and another 10% have… [Read More]
How Do You Handle Risk If You’re Risk-Averse?
We all know that one person who often stashes cash around the house. Maybe you’re helping your parents or in-laws move out of their home to downsize and keep finding hundred dollar bills everywhere. They’re stuffed under the mattress, in the family bible, between old jars of canned goods in the basement. In today’s world… [Read More]
VIDEO: Social Security Spousal Benefits – The Basics
This video covers the basics of Social Security Spousal Benefits and how they work whether you’re married, divorced or widowed. I hope you find it helpful.