Certified Financial Planner and Author
Does It Make Sense to Refinance Your Mortgage While Retired?

Does It Make Sense to Refinance Your Mortgage While Retired?

Because of low interest rates, many people are tempted to refinance their mortgage, but this is not always a good choice if you are retired. Continue Reading

Consider These 5 Key Directives as You Engage in Estate Planning

Consider These 5 Key Directives as You Engage in Estate Planning

Preparing for retirement involves estate planning. Consider these five directives as you work through your estate plan. Continue Reading

Consider Creating a Trust to Take Advantage of These 6 Benefits

Consider Creating a Trust to Take Advantage of These 6 Benefits

A trust comes with a number of financial benefits, from reducing estate taxes to offering protection for important family assets. Continue Reading

What You Need to Know about Investing in Annuities for Retirement

What You Need to Know about Investing in Annuities for Retirement

Annuities can be a great source of income during retirement, but you should be familiar with their intricacies before making a purchase. Continue Reading

Early Retirement: What You Need to Know about the FIRE Movement

Early Retirement: What You Need to Know about the FIRE Movement

While the FIRE movement provides an intriguing path toward early retirement, there are some key aspects to consider. Continue Reading

House Bill Aims to Encourage Employees to Save for Retirement

House Bill Aims to Encourage Employees to Save for Retirement

A bill introduced in the House of Representatives, Secure Act 2 would make it easier for people to save for retirement. Continue Reading

This Is What You Need to Know about Converting Traditional IRA Accounts into Roth IRAs

This Is What You Need to Know about Converting Traditional IRA Accounts into Roth IRAs

Roth IRAs can help people reduce their tax liability down the line, but they can also create financial problems if not utilized strategically. Continue Reading

Here’s Why a 401(k) Alone Is Not Enough for Retirement Savings

Here’s Why a 401(k) Alone Is Not Enough for Retirement Savings

A 401(k) is a great place to start when saving for retirement but individuals should diversify their investment with other accounts. Continue Reading

5 Expenses That Surprisingly Increase in Retirement

5 Expenses That Surprisingly Increase in Retirement

Understanding the expenses that are likely to increase in retirement is one of the key steps in planning for adequate savings. Continue Reading

What You Need to Know about Biden’s Retirement Tax Proposal

What You Need to Know about Biden’s Retirement Tax Proposal

Joe Biden’s proposal would change the way that retirement tax benefits are distributed. Continue Reading