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When Facing A Financial Hardship, Don’t Dip Into Your Retirement Plan To Fix It
If you look at your balance sheet and have an employer-sponsored retirement plan, there’s a fair chance that it’s one of your largest assets. This can lead many people to view their retirement plan as a resource when it comes to addressing major financial hardships. Let’s discuss why a retirement plan should be a last resort in these situations, how to reduce the burden of financial setbacks, and other ways to fund this need.
Halloween And Your Finances: 6 Scary Money Stats To Be Aware Of
Halloween is a time for getting together, carving pumpkins, dressing up, and telling scary stories. Your finances can be part of the conversation. This spooky season, let’s discuss some scary facts about money today and how you can avoid becoming part of these statistics.
5 Financial Factors To Consider When Moving To A New State
In the last few years, I’ve noticed more people moving to different states than ever before. Their reasons vary, from cost of living, to taxes, to job opportunities, to retirement, to just needing a change of scenery. No matter what the reason for the move, there can be some serious financial implications.
How To Resolve A Financial Disagreement With Your Partner
Working through conflict and disagreements is a big part of financial planning for couples. This article aims to support open communication.
The Financial Considerations You Should Have When Starting A New Job
Discussion of how your financial picture is impacted by a job change and things you should be doing when you start a new role.
MY BOOK
I seek to make personal financial planning less scary.
This book provides a simple guide for working through life's biggest financial questions facing couples in their 20s, 30s, and early 40s today. It starts with goals-based planning around topics including retirement planning, education planning, and major purchase planning. It then walks through some basics of investment management, options for how to invest, behavioral finance, and pitfalls to avoid. Lastly, it discusses risk management and insurance.
If you are not sure where to start, this book may provide some clarity.