Articles

Are you living in financial uncertainty? Do you dream of a dream of a life where you are confident about your financial future? In this article, I discuss the starting point – eight simple financial planning steps to get you…

Build Your Retirement Spend Plan (Part 2) Your Retirement Paycheck . You need a retirement spend plan before you retire.   This means that you need a plan so you can pay your expenses and live an abundant life for all…

What is a Retirement Spend Plan? A retirement spend plan ensures that you have sufficient income to cover your expenses throughout your 35+ years of retirement.  It’s a plan that aligns your money flows—money coming in and money going out. …

To Change My Work, My Priorities, My Lifestyle?  To Retire? The Real Answer: Both Art and Science Do you spend time wondering if you have enough resources to stop working now (or change how you work) and begin the pivot…

When considering current events and the economy, are you concerned that the stock market is too high?  How does this make you feel about how much of your retirement savings you should be risking in the market?   You are not…

Many people will overpay their income taxes in retirement. Why? Because too few people know that future taxes may be reduced with timely and smart tax planning now. I am not suggesting anything illegal or unethical. Everyone should pay their…