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Monday, July 8, 2019
Thank you for visiting my final blog post about Retirement! As you may have noticed, I have written four blog posts about retirement to help you think through one of the most important decisions in your life’s journey. A dream...
Sunday, June 9, 2019
• You receive a phone call that your Great Aunt Edna has passed and that she was childless and has left you her entire retirement portfolio. What do you do?• You just left a meeting with your divorce attorney and with a check...
Saturday, April 27, 2019
Looking at expenses As you go through this process it is work but it can be exciting and so much fun. Working with a CFP Professional to attain an opinion of your portfolio can be helpful full of new information and food for thought....
Sunday, April 7, 2019
Where Can I get help when deciding upon a financial advisor at retirement? Google, of course, has information available that is massive and is like” finding a needle in a haystack.” But you may be asking yourself,...
Saturday, March 30, 2019
Making the decision to retire is sometimes a planned event and other times, it just happens to us without planning. This post is about setting in motion planning for retirement and the questions we may have when that happens. Is this...