Sadly, a number of my clients and myself have experienced identity or credit card theft or financial scams and the thieves continue to get more and more clever. As a retiree, or an older individual, you may find yourself at risk for encountering financial scams. Here are a few ways to protect yourself and your loved ones.
Every Thanksgiving Day, I gather my kids around the table and we tell each other what we’re thankful for. So gather around my financial planning table and let me share what I’m thankful for.
Wealth alone does not determine how much you will enjoy retirement. It’s a combination of health and wealth that can help you get the most out of your independence and freedom in retirement.
If you’re a part of the majority of Americans who have put off facing the future of their finances after death, it might be time to start weighing your options.
We have entered the peak of hurricane season and Hurricane Dorian is expected to make a hard landfall on Florida. Before disaster strikes, prepare your finances with these six tips for financial preparedness in the wake of a natural disaster.
While the concept of budgeting may sound overwhelming (and unachievable) at first, there is a simple solution to help ease your fears — it’s called the 50/20/30 budget rule.
