Think carefully when deciding how to handle 401k accounts from an old employer.
Retirement
Money Mindfulness
Being mindful about money can help us achieve our dreams.
Backdoor Roth IRA FAQs
Quick answers to common backdoor Roth questions.
Financial Checklist: Receiving An Inheritance
Bringing your whole humanity to your professional life can be beneficial.
Estate Planning for Everyone
Estate planning for all ages goes beyond wills and trusts
Lily Pads and Investing
A lily pad riddle illustrates the value of exponential growth
Mindful Retirement
Attitudes about money can shape your ability to manage your money
The Importance of a Plan
Attitudes about money can shape your ability to manage your money
Your Parents and Financial Planning
In this article, we examine the potential impact of a parent’s financial planning (or lack thereof) on their grown children. Baby Boomers and (no) pensions The Baby Boomer generation is the among first generations where pension income is likely not their main source of retirement income. In 1978, Congress passed the Revenue Act of 1978, […]
A Sailboat and a Plan
In this article, we examine a real life example of financial planning in action. Several years ago, one of my clients came to me with a question. Can I afford to retire early? Jacki, she said, I really want to retire early. Can I afford to? (Some details have been changed to preserve client privacy.) […]
Why is it Hard for Millenial Women to Save for Retirement?
In this article, we look at millennials and retirement savings. Millennial women may be saving less than millennial men Millennials are the generation of people born between about 1981 – 1996, according to Wikipedia (link opens in new tab). Recent research (link opens in new tab) indicates that millennial women are contributing 5% of their […]
Costly Women’s Investment Gap
In this article, we look at a potentially costly mistake women make with money. Women budget, men invest – but it doesn’t have to be that way. I had a conversation the other day with another female advisor, where we discussed the need for our society need to do a better job educating women about […]