Trust
Why you need to know your finances, even if you trust your partner.
This blog is for couples: new couples, elderly couples, married couples, loving couples, divorcing couples, in all cases, partners as it relates to finance. Let’s start with the…
4 years ago
Live Happy and FIRE
Retirement is changing. There is a shift taking place on how we retire and who can help us get there. …
6 years ago
Time to Retire, is it still safe to withdraw 4%?
How much can retirees withdraw from their nest egg each year? This is a question that many thought was answered…
8 years ago
What is a Stretch IRA?
A stretch IRA is not a type of IRA account. Rather, a stretch IRA is a distribution strategy for the…
11 years ago
Estate Planning Mistake: Don’t Forget to Update your Beneficiary
Life’s emotional challenges are often intertwined with life’s financial challenges. When it comes to advanced financial planning, these life challenges…
11 years ago