Posts Tagged: Retirement Planning
Financial Planning for Women – Part 3 (Long-Term Care)
In my previous blog post, Financial Planning for Women – Part 2 (Social Security), I talked about how the guidance we provide in the early years of retirement places women in the best possible position to live their final years with grace, security, and dignity. In this post, we will discuss L...READ MORE
Financial Planning for Women – Part 2 (Social Security)
In my previous blog post, Financial Planning for Women – Part 1, I talked about how women will generally live longer than their male counterparts, with less in their portfolio later in life, and with less loved ones available to take care of them. In this post, we look at Social Security and discu...READ MORE
On Your Road to Financial Success, What Car are You Driving?
Thoughts on the optimal process for achieving your financial goals (spoiler alert: this is our process!) In a word, it’s all about “efficiency.” I will make the comparison of your financial life to an automobile. Your financial assets (“money”) are the gasoline in the tank—the fue...READ MORE