The Pros and Cons of Investing in a 529 Plan for College
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529...
Read More
Common Investor Biases and How They Can Impact Your Finances
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common...
Read More
Selling Your Home After Retirement: The Benefits of Downsizing
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
Read More
The Risk of Reverse Dollar-Cost Averaging for Retirees
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed...
Read More
Should You Retire at the Same Time As Your Spouse?
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the...
Read More
Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse...
Read More
How to Plan Long-Term Care Before You Need It
It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning...
Read More
3 Reasons Why a Financial Professional is Better than the Do-It-Yourself Approach
I am always happy to accept new clients and referrals.
Read More
How to create an emergency savings fund in wake of COVID-19
So, how do you even start the process of creating an emergency savings fund?
Read More
How to Avoid Emotional Investment Choices
Establish long-term goals; Avoid selling into a storm; Past performance is no guarantee; News is noise... See explained...
Read More
Building a portfolio that can handle market volatility amid the Coronavirus
Building a portfolio that can handle market volatility amid the Coronavirus With Coronavirus worries creating rapid...
Read More
