financial planner
Moves To Make As You Near Retirement
As you approach the time when you will leave the workforce for good, budgeting will be extremely important. Before officially retiring, there are certain moves you should make to ensure you will be successful. No. 1 – Determine where you will live When figuring out how much money you are able to withdraw from retirement […]
Do You Have a Written Income Plan For Retirement?
By Ginny Grimsley “Age 85 is a bad time to go broke,” says expert retirement planner Jeff Gorton. Personal savings, various investments and, yes, Social Security may prove to be short of what you’d expected. “Budgeting how you spend money before retirement can often be a misleading measurement of how you’ll actually spend it during […]
How A Feminine Approach To Money Management Benefits Women
By Luna Jaffe Most women would rather have a root canal than talk about money with a professional. Intense and often complicated feelings surround our relationship with money; shame, guilt, anger, inadequacy, grief and confusion can cloud decision-making, threaten relationships and intensify dysfunctional business practices. But you know you need financial planning or advice when: […]