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How To Figure Out What Retirement Might Look Like For You
When I speak with people about what they envision their retirement to look like, I often get answers along these lines, “I have no idea what I’d do with myself if I wasn’t working.” If you’re one of these people, I’ve found that hearing the stories of what other people do with their time in retirement may make the prospect seem less daunting.
When To Use Roth Or Pretax Retirement Accounts
You might have heard that retirement savings accounts come with tax benefits. However, you may not understand the specifics or what to expect many years down the road when you withdraw your funds. This is a discussion of Roth and pretax retirement savings, the impact of taxes, and when each type of account may be appropriate.
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.
Ready For Open Enrollment? How To Pick 5 Benefits Besides Health Care
Open enrollment often involves a lot of terms outside of the standard health insurance. Here are some other common insurance and investment benefits that come up during open enrollment and how to consider each category.
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.