If you retire early (before age 59 ½) and take funds from a retirement account, you could pay a 10% penalty! However, there’s a way around that penalty using a Roth IRA. You just need to count to five.... Read More
Preparing for retirement is an exciting yet nerve-racking time. It takes years of preparation, planning, and execution to pull it off. But before putting in your two-week notice, there are three numbe... Read More
Are you a goal setter? If not, it’s time to start daydreaming. What do you want your life to look like in five years…or in 25 years? A Harvard Business study found a direct correlation between goal se... Read More
Marriage is the blending of two lives. You share living space, life goals, and maybe a name, but there is more than meets the eye when it comes to your finances. If you, or someone you know, are rece... Read More
Many people are “winging it” when it comes to financial planning. The fear of making the wrong choice of advisor or being "sold" investments can be paralyzing. Unfortunately, the consequences of not h... Read More
Several sources suggest that Baby Boomers hold over 50% of the nation's wealth. In 2021, that generation will be between the ages of 57 and 75, setting up what has been named "The Great Wealth Transfe... Read More
“Sandwich Generation”: Simultaneously caring for children and parents. What if your parents have not saved enough for retirement? According to the Schwarz Center, close to 20% of Americans retire wi... Read More
Love is in the air! The pandemic may have slowed down some aspects of life, but according to my Instagram feed, there is no shortage of engagements. Planning a wedding is a labor of love and, more oft... Read More
The original CARES Act dedicated $376 billion to America’s 30 million small businesses. The majority went to the newly-created Paycheck Protection Program; however, $10 billion flowed to the SBA’s exi... Read More
Imagine this: It’s your lucky day. You catch every green light on the commute home from a tough day at the office, so you stop by a gas station to purchase a scratch-off. You win $10,000! What’s your... Read More
