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Budgeting for Home Maintenance Expenses
Determining the right budget for home maintenance expenses requires careful consideration of several key factors. Age of the Home The first thing to consider is the age and condition [...]
Strategies for Transitioning Your Small Business and Enjoying Retirement
Starting and growing a small business is a rewarding endeavor that requires dedication, hard work, and careful planning. As the time comes for small business owners to transition into [...]
Tips for Traveling to Greece in Retirement
You have reached your prime years and are finally retired, what should you do now? A great way to enjoy these golden years is by exploring new places. At [...]
Common Mistakes to Avoid with Social Security Spousal Benefits
When it comes to Social Security spousal benefits, there are several common mistakes that individuals should avoid in order to maximize their benefits. Here are some key pitfalls to be [...]
Retirement Lifestyle: Pursuing Hobbies, Travel, and Volunteering
“Retirement,” “The Golden Years,” and “Phase Two” are just a few ways to describe the period in life when you find the freedom to step out of the rat race. [...]
Top Spending Categories in Retirement
Planning for retirement can feel daunting because of all the ways the future is out of our control. However, some factors, such as our personal spending in retirement, can be [...]
Who Needs a Trust?
As a financial advisor, I often encounter clients who are unsure if they need a trust as part of their estate planning strategy. Trusts can be powerful tools for [...]
Benefits of a Custodial Roth IRA for Your Kids
While children can’t open investment accounts on their own, they can earn money. Arguably, one of the best vehicles to use to sock away those earnings is a Custodial [...]
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