Making Space for Your Retirement

Making Space for Your Retirement

Recently, Griffin Miller wrote a terrific piece on retirement downsizing for Bankrate. I’d like to highlight a few of these points here and add a couple of my own. Downsizing can be an enticing option for many retirees to help lower living costs, there’s more to it...
Can a Latte Delay Your Retirement?

Can a Latte Delay Your Retirement?

What is a cup of coffee worth to you? For many, coffee is a huge part of their morning routine. But could that grande latte from Starbucks cost you your retirement fund? Many of the people I meet with, especially young people who’ve recently entered the workforce,...
The Importance of a Fiduciary

The Importance of a Fiduciary

You’ve taken great care, been disciplined in your spending and saving, and worked hard to get where you are today. Now, it’s time to start considering a financial planner – someone who can help you direct and optimize your wealth for the long term. As you begin...