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Ready, Set, Retire!
Are you getting close to retirement age? Have your started daydreaming about long, lazy days in the sun without a hectic schedule filling every minute? Then perhaps it’s time to do something about that wishful thinking and take some concrete action to make a smooth transition to retired life.
Turning 65, Reflecting Back and Planning Ahead
Turning 65 made me think about financial security, or perhaps to think about it differently than I did at 45. My perspective on what exactly financial security is has evolved over the years.
The Concerning Trend of Climate Change Vs. The Encouraging Trend of Socially Responsible Investing
My husband and I recently took our two young girls on a family trip to Lake Tahoe, NV. We totally unplugged to enjoy mother nature and teach our children how to love the outdoors as much as we do. Looking across the lake to the trails and mountains beyond, I wasn’t aware that fires were
How To Prioritize Financial Self-Care
If I have learned anything during this global pandemic, it is that self-care is everything when it comes to keeping your sanity, and that self-care goes far beyond natural hair and skin care routines. Holistic care is mental, physical and financial, which means being intentional when it comes to your financial routines and habits.
Education Expenses in the Face of Retirement Planning
I am a parent of two college students and a sophomore in high school, which makes me uniquely positioned to write about planning for retirement while juggling over a decade of college expenses.
Roth vs. Traditional 401(k)
The differences between Roth and Traditional 401(k) extends beyond 401(k)s. To truly understand the benefits and differences, one should also consider Roth and Traditional IRAs.
The Bucket List
Several years ago, I read a self-help book that promised to help me manage money better. I do not remember much about the book, not even the title. I do remember one exercise that was very useful.
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Whitepapers
Doctor Independent Wealth Illustration
After a long, prosperous career and strategically saving 20% of your...
Eight Saving and Investing Principles
Here are eight fundamentals you need to learn how to save,...
Why You Need a Digital Estate Plan and How To Create One
Digital estate planning is a relatively new phenomenon, having only begun...
Finding the Right Financial Advisor
If navigating the complexity of investments, insurance and estate planning is...
Portfolio Spending Illustration
This illustration shows a 5% spending from a portfolio of large...
Small-Business Succession Planning Guide
It is easy for a business owner to view the value...
Passive Vs. Active Investing
This whitepaper examines the differences, risks and benefits of passive versus...
Golf Course Guide to Medicare
This guide to the important “game” of Medicare will help...
Quarterly Newsletters
Young Investors Edition
Read our Q2 2021 newsletter for young investors and financial topics...
Retirement & The Golden Years Edition
Read our Q1 2021 newsletter where we focus on retirement and...
Debt Management Edition
Our Q4 newsletter is all about debt, including how to manage...
