You’ve done your time. You’ve had a long (and hopefully rewarding) career and are ready to ease into retirement. There’s one problem. You’re not quite officially retirement age yet. You have a few years (maybe…
How quickly they grow up. Spend a few minutes talking to parents whose children are now grown up and you might hear a common refrain that goes something like this: the years go by so…
An emergency fund is like building cardio in your exercise routine. It strengthens your daily financial wellness (like your heart and lungs), increases your long-term financial health (similar to your metabolism) and can lead to…
Imagine this. Your ex-spouse is enjoying a fabulous cruise around the world thanks to your generosity following your untimely death. Sound good? No? Well, it’s happened to more than one unfortunate soul, and all because…
When it comes to gifting assets and passing down an inheritance, too often we fixate on the “how,” but don’t consider the “why”. In other words, although the mechanics of making gifts and transferring assets…
It’s not a topic that most of us like to think about, but the truth is we should. That topic is an unexpected loss of income because of death or disability, and a sizable portion…
