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How To Plan For The Costs Of Having Children In Metropolitan Areas
Have you ever walked through a city like New York and wondered how on earth people are able to afford to have kids? I’ve met a lot of people with kids in major metropolitan cities and the national averages for childcare costs don’t even come close to their actual expenses.
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.
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.
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.