Despite the compelling benefit to waiting, many people claim their benefits as early as possible because they under-estimate their life expectancy or they are worried the Social Security program is going bankrupt. We address both concerns, and make the case for doing an evaluation versus following the crowd.
Read MoreApple (AAPL) and Tesla (TSLA) were recently in the news as two companies that are splitting their stock. Why would a company choose to do that and how does it affect you?
Read MoreYour company would prefer that you take the lump sum because it reduces their financial, administrative, and legal obligations. Your financial advisor wants you to take the lump sum because most are paid a fee based on the percentage of assets they manage. What should you do?
Read MoreWe just finished our initial call and you decide to move forward. This is what happens next.
Read MoreThis video will give you ideas on where to start if you have a cash flow surplus and don't know what to do with the money. From paying off debt, saving for retirement, and building a cash reserve, I walk you through some options in priority order.
Read MoreAre you thinking of starting a new business? While this is a scary time with the current market environment, there are also opportunities. This checklist guides you through what you need to know in order to get your new business up and running.
Here are 3 things to consider when evaluating if you should move during your retirement years.
Read MoreCompanies are announcing that their employees can work from home indefinitely, or even permanently. If you are considering moving out of state for a better standard of living, here are a couple tips to consider.
Read MoreEarthquake insurance is not just for people that live on a known fault line. Here is what you should be doing to evaluate whether or not you need this separate policy for your home.
Read MoreYes - you can still save for retirement when you are self-employed. From SEP IRAs to Single 401ks, I break down all of your options along with the pros and cons.
Read MoreSchedule an initial call to get a personalized quote and speak with one of our CERTIFIED FINANCIAL PLANNER™ professionals.
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