Financial advice has long been a male dominated industry. Women represent 51% of the US population, but only 23% of CFP® professionals are women and this percentage has stagnated over the past decade. Why is there a feminine famine…
The transition to retirement can be an exciting time. Shifting to additional leisure and time for the things you enjoy is a positive change for many. But it can also be quite scary. Now more than ever, retirees are reliant…
Money and relationships don’t always go hand in hand. Making you wonder if you and your partner are speaking the same financial language. If money is causing stress in your relationship, you are not alone. 31% of couples say that…
How flexible is your retirement income strategy? When I think about retirement income I always remember Jerry’s Nana on Seinfeld who lived on a “very fixed income.” She sent Jerry a check for $10 every year on his birthday which…
Working moms face a difficult balance. People often feel that most women have a choice whether to work outside the home, but the reality is, 65% of families need both parents to work. Women in the workforce is a family…
As a huge Seinfeld fan, I relate most life experiences back to an episode of my favorite show. The recent market volatility has me thinking about Kramer’s battle with gambling addiction. The attached clip shows Kramer’s exaggerated reactions to his…
Will I really be better off paying you than I would be doing this on my own? This is a valid question we frequently hear from planning clients who have enjoyed working with us on an hourly basis, but are…
Last month I had the pleasure of attending the NAPFA Conference in Phoenix, Arizona. The weekend before I left my 3-year-old was sick with a stomach virus. I was scheduled to leave on Tuesday and by Monday morning he was…
This is a topic we discuss with our clients regularly. With an aging population comes increased options for retirement living, assisted living and nursing care options. Along with increased options come increased costs as well which can be exorbitant in…
Allison Berger and Grace Kvantas are stepping in for Mike this week. In our conversation, we discuss how to navigate through a life crisis, specifically financial considerations after the death of a spouse. It’s hard to think financially after such…
