To consolidate or not: that is the question. Some couples elect to consolidate their personal finances, while others largely keep their financial lives separate. What choice might suit your household? The first question is: how do you and your partner view money matters? If you feel it...Read More
Should Couples Combine Their Finances?
Retirement Perceptions Clash with Reality Nearly half of Americans don’t believe they will have enough money to retire comfortably. Fortunately, it seems many tend to predict the worst while discovering a comfortable retirement.¹ Perception VS Reality There is a gap between people's perceptions of what retirement will be...Read More
Some things to think about as you get started with your strategy. First, look at your expenses and your debt. Review your core living expenses (such as a mortgage payment, car payment, etc.). Can any core expenses be reduced? Investing aside, you position yourself to gain...Read More
A practical financial checklist for the future. When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration estimates that today’s average 65-year-old female will live to age 86.6. Given these...Read More