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…

3 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. …

5 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…

7 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…

10 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…

10 years ago