Get organized with your own personal, shareable financial dashboard!
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Financial ElderCare
Financial ElderCare https://vimeo.com/244688133 Financial caregiving for an aging loved one
The Benefits of Maxing Out Your 401(k)
The Benefits of Maxing Out Your 401(k) Do you have a million dollars? The answer might be “No” right now, but it’s entirely possible that you could be a millionaire one day. In fact, you may need to be! If your retirement spans for 20 or 30 years, it could take well over $1 [...]
Do You Actually Need to Retire on 80% of Your Income?
Do You Actually Need to Retire on 80% of Your Income? An in-depth look at a classic retirement assumption. There is a long-held assumption which states you need to retire on 80 percent of the income you earned during your final year of work. However, is this age-old wisdom actually good advice or simply [...]
Mid-Life Money Myths
Mid-Life Money Myths Between 40 & 60? Beware of these common financial mistakes. Between the ages of 40 and 60, when many people increase their commitment to investing and retirement saving, it is easy to fall prey to common financial blunders and money myths. Are any of these behaviors or assumptions creeping into your [...]