by Michelle Petrowski, CFP®, CDFA® | Sep 24, 2020 | Blog, caregiving, Retirement
By: Michelle Petrowski, CFP®, CDFA Although not yet retired myself, years ago, when I was a young mother with 2 children under the age of 3, I became the caregiver to my dad, who was disabled in his mid-50’s. My parents had divorced after 30 years of marriage and...
by Daniel G. Mazzola, CPA, CFA | Jul 23, 2020 | Blog, Retirement
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...
by Savvy Ladies | Mar 26, 2020 | Blog, Family Finances, Retirement
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 retirement...
by Savvy Ladies | Mar 6, 2020 | Blog, Budgeting, Health & Wealth, Retirement
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: Such...
by Michelle Petrowski, CFP®, CDFA® | May 16, 2019 | Blog, Retirement
By: Michelle Petrowski, CFP®, CDFA Q: 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 but I...
by Michelle Petrowski, CFP®, CDFA® | May 2, 2019 | Blog, Retirement
By: Michelle Petrowski, CFP®, CDFA There 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 and...
