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6 Things To Know Before Selecting Or Changing Your Health Coverage
For many employees, open enrollment for benefits selection occurs between October and November. Selecting from a long list of choices can be overwhelming to say the least.
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 Plan For The Financial Impact Of Aging Parents
As our average population continues to age and increased inflation takes its toll on retirees’ asset levels, children are confronted with the very real possibility of needing to financially care for aging parents.
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.