"I don't want to quit," she told me. "I just want my days to feel like mine again." A few months ago, a client sat down with me to talk about what...
Meet the “New” Retirement
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October Is Cybersecurity Awareness Month: When Scammers Exploit Your Emotions, Wealth, and Wellbeing
The most dangerous scams today don't just target your bank account. They target your emotions. Technology has made managing our money easier than...
Financial Planning for Retirement: The 3 Phases You Can’t Ignore
Phase 1: Accumulation (Saving and Investing) It may seem daunting to accumulate a large sum to fund your retirement. But the earlier you...
8 Essential Pieces of Financial Advice for Widows
Losing a spouse is one of the hardest things anyone can experience. It’s a distressing, overwhelming, and uncertain chapter of life. Widows are...
Financial Help for Widows: How to Navigate Money Matters After Losing a Spouse
No matter when it happens, losing a spouse is an incredibly challenging thing to go through. Besides being emotionally taxing, dealing with so many...
Financial Steps to Take After Losing a Spouse
Dealing with the death of a spouse can be a traumatic experience, both emotionally and financially. While friends and family will often try to do...