You’ve probably seen the headlines about 143 million credit records being leaked at Equifax, a consumer credit reporting agency. Before that, more than a billion accounts were exposed at Yahoo, and 110 million records compromised at Target. Wondering how to keep your information safe? As a fee-only fiduciary financial planner, I’m dedicated to my client’s …
social security
Thinking about retiring? Do some planning.
You don’t get a haircut just once. Things change and evolve, adjustments need to be made on a regular basis. It’s the same way with your financial game plan. Financial planning is a process, not an event. Let me tell you about Larry and Jane. Larry and Jane wanted to retire and move to Florida, …
How do I know if I can retire?
Once upon a time there were jobs that could sustain you for your entire working life. Many of those jobs had valuable pension plans. If you worked there for 30 years, you could quit, take the pension and pay all your bills without having to work another day in your life. It’s just not that …
