What Expenses You Can Eliminate in Retirement

By: Jen Smith Are you about to retire and worried about how you will manage expenses during your golden years? You’ll be happy to know your income might reduce after retirement! Today’s post is a guest post from Good Nelly at My Way of Viewing. We talk a...

Reaching Financial Independence On Any Income

By: Nadia Busseuil The movement is gaining popularity, but the news still hasn’t reached the majority of women. F.I.R.E. is an acronym that stands for Financial Independence Retire Early. Even if retiring early is not your main agenda, the premise of F.I.R.E....

Roth IRA Conversions: The Time Is Now

By: Daniel G. Mazzola Early estimates peg the cost of the CARES Act, the package providing economic relief to Americans impacted by the COVID-19 pandemic, at $2 trillion.  The government has run itself into an immense debt to give its citizens assistance, and the...
Retirement Contributions and College

Retirement Contributions and College

by Ann GarciaPerhaps the most frequently asked question we get is how to balance saving for retirement and college. And I can’t answer that in a blog post because the right way to balance depends on your specific circumstances. We have told clients to pause...
Financial Wellness Checkup: How Healthy Are You?

Financial Wellness Checkup: How Healthy Are You?

Adapted from an article by Stacy Francis Especially in this tumultuous time, it’s important to not only check up on your physical health, but your financial health as well. Use this checklist to make sure your finances are healthy.Do You…Use a budget:...

Best Social Security Claiming Strategies For Working Spouses?

By: Michelle Buonincontri, CFP®, CDFAQ: My husband retired from the military after 30 years of service. He turned 72 November 24, 2018. He receives his Social Security check, a check from the Veterans Affairs, and he also receives multiple pensions. I still work...

How Women Can Help Fill the Retirement Savings Gap

By: Michelle Buonincontri, CFP®, CDFAThere is certainly a gender gap issue that women face in pay, but there is also a larger one they face in retirement. Having left the workforce to raise families or care for aging parents, possibly having gone through a divorce...

5 Retirement Assumptions You Can’t Make Anymore

By: Michelle Buonincontri, CFP®, CDFAWe’ve all heard the adage “nothing can be certain, except death and taxes.” This line of thought also applies to retirement, as society and financial markets change.Here are a few assumptions many Americans...