Your values, your passions, and your goals are exclusive to you. Despite the varied paths we take, all of us share a common goal: ensuring a secure financial future for ourselves and our loved ones. I’m here to help you navigate the unique complexities of financial challenges, so you can spend more time doing the things you love most.Read More
If you’re facing unemployment or concerned about the possibility of upcoming layoffs, there are some small, proactive steps you can take now to help make this difficult time more manageable.Read More
So you’ve finally made it to retirement. Now that you’re here, you likely have some time on your hands. Here are some pointers for continuing to live a fulfilling, happy life throughout retirement.Read More
Lessons to learn from this experiment.
Retirement is ideally a happy time of your life, freeing you up to do things you’ve long postponed. However, the prospect of retirement can also cause stress if you’re not sure you have enough money to retire in the lifestyle you’d like. We suggest a dry run: Try living for a month on your projected retirement income. The results might be eye-opening.Read More
The financial considerations of retiring “earlier” or “later”
If you can retire by choice, the question of “when” comes to mind. Here’s a look at the pros and cons of retirement at three different ages.Read More
Hidden threats to your wealth and lifestyle could be lurking.
As wealthy households plan to sustain their assets, they must also consider potential financial hazards. Some of these risks are not always obvious.Read More