Money can be an emotionally charged topic that’s often best avoided at large group gatherings. But every family has that one relative who can’t help themselves from doling out their ‘expert’ opinions on money every time the family sits down at the dinner table. Unfortunately in many households, that relative has a captive audience, even…
Thanksgiving and Black Friday are behind you. Your favorite coffee shops and downtown streets are decked in red ribbons and white lights, and the airwaves are filled with classic holiday tunes. There’s a chill in the air. As we approach the Christmas and New Year holidays, it’s a time to reflect on the year past…
The Christmas season is supposed to be about joy, family, and a time to reflect on our blessings. So why do the holidays cause so many of us to feel frazzled and stressed, especially when it comes to finances? What with gifts, lavish holiday meals, decorations, and travel expenses, it’s easy to see how holiday…
Voluntary early retirement is a coveted ambition many people dream of. The chance to spend your days exactly how you want instead of slogging away at a desk until you’re 65 (or older) seems too good to be true. Plenty of families plan to achieve early retirement – and do so successfully – every day. …
In theory, early retirement sounds like an absolute dream. Save enough money, quit your job in your 50’s or even your early 60’s, and everything should be golden, right? Unfortunately, there are a few disadvantages of early retirement that can be detrimental to your early retirement ambitions if not adequately planned for. Today we’re covering…
What with business disruptions from the Covid-19 pandemic, high rates of extreme employee burnout, and the increasing popularity of the FIRE community (which stands for Financial Independence, Retire Early), the concept of early retirement is a hot topic in 2021. Although many people in 2020 and 2021 were forced to retire early against their wishes, others are sitting in their office…
Last week, I shared a post celebrating my 20-year anniversary as a financial advisor with LPL Financial. LPL is the company I partner with that provides comprehensive support to myself and my clients. This is an exciting milestone for me for many reasons, and I’m glad to have the opportunity to reflect on my personal and…
It’s hard to believe, but this September I’m celebrating my 20-year anniversary as an independent financial advisor with LPL Financial. For those of you who don’t know, LPL Financial is the organization I partner with that provides the excellent range of investment securities and financial products I offer to my clients. LPL also supplies state-of-the-art…
A popular Chinese proverb states that the best time to plant a tree is 20 years ago. The second best time is today. I believe the same is true when it comes to saving for retirement. Whether you’re 40 years from retirement or 10, there are plenty of things you can do to maximize your…
It’s no secret that Americans are behind on retirement savings – or at the very least, they feel like they are. According to one survey, 56% of Americans are concerned about their ability to save enough to fund a secure retirement. So if you’re feeling worried about the size of your nest egg, you can…