In today’s video blog post, you’ll learn 3 important reasons your small business needs a 401(k). These reasons all revolve around benefits received by the owner(s), the business itself, and the employees. If you’ve been thinking about starting a 401(k) plan or even if you already have one, you’ll find benefit in watching this short video!
Read more “(VIDEO) 3 Reasons Your Small Business Needs a 401(k)”
There are a number of unique things that people in their 60s should be focusing on in their retirement. Today I will be discussing 6 things that you need to focus on to have a solid retirement strategy.
These include things such as how to handle your expenses, tips on how to optimize Social Security, what your investment portfolio should look like, how to handle health insurance, what to do about your mortgage, and ways to minimize your taxes.
Whether you are currently retired or not, you will learn important information that you can apply to your life.
Losing a spouse is a very difficult thing to deal with. Not only is there grief, but also stress in dealing with the finances. My goal with today’s blog post is to provide a financial planning checklist for widows that helps them navigate this difficult time and terrain. Read more “A Financial Planning Checklist for Widows”
Many people have good intentions with wanting to get their finances organized and their financial planning in order. But in order to do this successfully, you must abide by this one very important principle that I discuss in today’s video blog.
Read more “(VIDEO) 1 Very Important Guiding Principle of Financial Planning”
College Savings Plans have a number of nuances such as whether or not you receive a tax deduction, which schools are eligible, how financial aid will be impacted, which expenses are eligible, etc… In today’s blog post you will learn about these and other topics so that you can make informed college planning decisions.
Read more “What You Need to Know About College Savings Plans”
Are you really ready for retirement? You’ve worked a long time in your career and you’ll be faced with the decision of whether or not to retire in the near future. This decision should not be taken lightly. With that in mind, following are 7 practical tips that can help you improve your retirement readiness and plan for that ever important day!
Read more “Improve Your Retirement Readiness With These 7 Helpful Tips”
While estate planning is important to all people there are a number of issues that specifically impact women. These issues, if not properly addressed, can lead to insufficient assets, inappropriate long term care, disinherited children, and a host of other outcomes. In today’s blog post, you will learn what these issues are as well as specific steps women can take to overcome these challenges! Read more “Estate Planning Issues Unique to Women”
People who are preparing for retirement or who are already in retirement tend to stress out about their housing costs. And rightfully so, because these are likely to be the largest costs you will have in retirement, especially if you still have a mortgage. In today’s blog post, I will be sharing 3 ways that you can reduce your housing costs, which should help to alleviate stress and provide for a more secure retirement.
Read more “Living Your Retirement: 3 Ways to Reduce Housing Costs”
In today’s video blog, you are going to learn 3 VERY SERIOUS life events that will significantly impact your personal finances. Trust me, you do not want to miss this short 2-minute video. And one last thing – it’s not what you think!!!
Read more “(VIDEO) 3 Life Events That Impact Your Personal Finances”
While there are many reasons that a person would handle their own financial planning and investing, today I will share with you 3 sure fire signs you should hire a financial advisor.
Read more “3 Sure Fire Signs You Need to Hire a Financial Advisor”