It’s very important that you figure out your retirement cash flow before you retire. If you don’t, you could end up spending more than you can afford, and that can take years to recover from.
Power funding a retirement plan through your law firm leads to options when you want to hang it all up. But it can also lead to a tax time-bomb.
A financial advisor can offer something online investment programs don’t—a relationship. But how do you pick the right financial planner?
Getting married, having children, buying a home—in our 30s, we may want to give to charity but find we have little money or time left over.
Healthcare can be a financial burden. Use a health savings account (HSA) to help protect yourself against healthcare costs.
When I help people prepare their estate plans, I emphasize the gift of communication. I’ve been working in legacy planning for years, and I have come to believe that a lack of communication can create an entitlement mentality in the generations that succeed us.
When markets start seesawing, you can help ride out the volatility by letting your reflective brain do the work.
When it comes to investing, we need control. Here’s how to maintain your poise, no matter what the financial reports say.