Social Security tends to be a hot-button topic for many women approaching retirement. There are a lot of questions about how the program works, when to start taking your benefit, and how much you can expect to receive each month. I’ve rounded up a handful of the most-commonly-asked questions that I hear from clients, and… [Read More]
Who Is On Your Extended Wealth Management Team?
Do you have a wealth management team? Many people DIY their finances or work with just one professional. The truth is that putting together a team of specialists who work together to build a streamlined financial plan for you can be beneficial for many different reasons. When you have specialists who focus on different elements… [Read More]
Are You Retiring To Something?
Retirement can be an exciting, but challenging, time. Many Americans who retire face depression and anxiety. They feel a sense of purposelessness that’s tough to navigate. This is why it’s so important to not just retire from your old career. Instead, imagine retiring to something that’s fulfilling and exciting. The Psychology of Retirement The American… [Read More]
VIDEO: Money As a Tool
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]