“Procrastinators Unite”
We all put things off occasionally, but the rallying call of “procrastinators unite” won’t serve you when it comes to finances. Learn why.
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Women and Wealth
Women face unique financial planning and retirement saving challenges. So, read on to learn some strategies for managing your wealth.
My CFP® Journey: Mission Accomplished, Lessons Learned
I am excited to report that on November 5, 2020, I passed the Certified Financial Planner™Exam (AKA the CFP®). Here’s what that means.
The Importance of Long Term Care Planning
Preparing for the assistance you will need as you age can help you avoid financial challenges later. Learn about long-term care planning.
Your IRA and Your Legacy
Did you know that your IRA can play a role in your estate planning process? Here are some tips and strategies for IRA legacy planning.
Exposing the Top 7 Social Security Myths
There are many misconceptions about social security benefits. Let’s break down the top seven social security myths you may have heard.
The 5 Phases of Pre-Retirement
Pre-retirement planning is essential for ensuring you are ready when the day finally comes. So, let’s explore the five phrases of preparation.