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 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...
by Michelle Petrowski, CFP®, CDFA® | Apr 11, 2019 | Blog, Debt Management, Divorce, KB-Post-Divorce
By: Michelle Petrowski, CFP®, CDFA If you are like most, your divorce ends with debt, and the last thing we are thinking about is retirement. I know, I’ve been there; nothing kills a retirement plan like a divorce. There are no student loans or government...
by Michelle Petrowski, CFP®, CDFA® | Apr 4, 2019 | Blog, Retirement
By: Michelle Petrowski, CFP®, CDFA We’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 used to...
by Elliot Raphaelson | Jul 2, 2018 | Blog, Retirement
By: Elliot RaphaelsonBecause most employers have eliminated defined-benefit retirement plans, future retirees will depend more than ever on 401(k) plans, traditional IRAs and Roth IRAs.To plan for a successful retirement, you must understand the fundamentals and...
