2020 November

Work vs Retire

Thinking about retirement

When to retire is a big decision. There are several things to be thinking through today, as well as actions to be taken to set yourself up well for a great new chapter.

First, have you thought about healthcare expenses? If you are age 65 when you retire, you are eligible for Medicare. If you haven’t […]

Mixed race mother and daughter walk and talk together outside

Leaving a legacy

Usually when we discuss financial legacies, we talk about money, property, and other types of assets that we can pass down to others. But a financial legacy can be about more than assets; financial wisdom can be a type of legacy that makes just as big of an impact on your family as money. Modeling […]