My clients and I will often discuss real estate as we plan for their retirement, and that conversation has become more frequent—and way less predictable—this year. The stories we’re all hearing about a global real estate frenzy are enough to make even the most reluctant sellers eager to list. As my clients prepare and…
I’m here to help my clients get the most out of their retirement. That goes beyond saving and spending money. It’s about finding ways to enjoy free time, connect with loved ones, gain new perspectives and spend money, too. That’s why I’m recommending kayaking for the perfect retirement hobby this summer. Even if you’ve…
Let’s be honest: Estate planning is not a fun topic to dig into. It’s basically planning for when you’re incapacitated or dead. But it’s even less fun to talk about messy estate planning after the fact, when heartache and strained relationships make things heavier. Let’s take a look at six common issues that can…
Investors are constantly keeping tabs on the market, but it’s just as essential to take stock of themselves. Knowing your risk tolerance can make the difference between a smart investor and a sorry investor. Relying on your risk tolerance keeps your trading actions in check and gives you a reliable strategy to fall back…
An estate is more than the home you have. It involves all of your assets, including valuables, cars, and other possessions. While no one wants to think of their own passing, it’s important to create a sound estate plan for your loved ones to rely on when the time comes. Estate planning is about…
Leaving behind your work life and everyday routine is a thrilling and intimidating process for any retiree. Many of us lose a source of personal fulfillment when we say goodbye to our professional careers. However, you can still find exciting and engaging work to do in your golden years. Volunteering in retirement allows you…
The April 15th tax filing deadline is fast approaching, and that means the pressure to start your taxes is on. Unfortunately, you can’t just dive in headfirst – a few changes wait for you in the 2021 tax season. You can expect some variation in your IRA and 401(k) plans, your tax bracket, and…
The ideal future is often framed through expensive images like never-ending white sandy beaches and private villas. While enjoying the nest egg you’ve prepared is one thing, there’s more to your retirement than money. A long and prosperous retirement depends on a fulfilling day-to-day life. That means getting to know yourself again outside of…
Wouldn’t you think after giving a portion of your income to Uncle Sam for decades, you would be off the hook once you reach retirement? Unfortunately, that’s not the case. Uncle Sam is going to continue to knock on your door requesting retirement taxes well into your golden years. Fortunately, you can create a…
So, why do so many people find it difficult to live within their means? Maybe it’s because of the restrictive nature of the concept. But, it’s possible to break free of these financial restraints while achieving all of your financial goals. Here’s how. What it Means to “Live Within Your Means” Before we…
