Executor Decision
Passing on some good advice from a fellow CFP® professional – who also happens to be an estate planning attorney – regarding how to pick you estate executor. While the […]
401(k) Rumblings
The 401(k) plan has been in the news of late, as lawmakers have turned their focus on the tax system. In order to increase current tax revenue (without having to […]
Planning as a Singleton
At some point in your life, you may find yourself living alone. It could be in your apartment when you get your first job after college. It could be after […]
The Retirement Smile
According to a recent article in the Journal of Financial Planning, which looked at spending patterns of retiree households, the publication found that over a twenty-five year period from ages […]
So Let it be Written, So Let it be Done
Putting your plan in writing makes planning for retirement less intimidating. It helps you see what steps you need to take, which builds confidence and makes it more likely you’ll […]