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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.
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.
How To Navigate Some Of The Financial Impacts Of Divorce
This article discusses some of the biggest financial impacts of divorce, including housing, debts, taxes, retirement, and investments.
Recently Received An Inheritance? Here’s How To Approach Investing It
Discussion of inheritances and how to think about your inherited assets in the context of your overall financial goals.
Student Loan Debt: When To Pay It Off, Get It Forgiven, Or Stay The Course
This is a discussion of student loan debt and situations where paying loans off in full, getting loans forgiven, and staying the course may make sense.
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.