You worked hard to get here. You built the business. Advanced in your career. Took risks. Made difficult decisions. Became the person others rely …
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
2027 Medicare Enrollment Q & A
What You Need to Know Before Making Your Choices *IMPORTANT VIDEO WITH PERTINENT QUESTIONS SECTION IS AT THE END OF THE BLOG In my experience over the past 30+ years of providing financial guidance and portfolio management, few things give clients greater concern than possible changes in their healthcare coverage. Each year, from October 15…
When Success Creates a New Chapter
You worked hard to get here. You built the business. Advanced in your career. Took risks. Made difficult decisions. Became the person others rely …
Starting Over
Divorce is not only a legal transition – it is a financial identity transition.
Suddenly, decisions that were once made as a couple belong solely to you.
When We Becomes Me
There are few life transitions more profound than losing a spouse.
In an instant, life changes in ways that extend far beyond grief. This was my journey!
The Common Thread in Every New Beginning
Every Transition Has a Story:
Over the coming weeks, we will offer a 5-part series titled “Women in Transition: Rebuilding Financial Confidence After Change.” Over the course of this series, we will explore some of life’s most significant transitions.
Designing Your Retirement
PART THREE:
Last weekend, I had the opportunity to volunteer on behalf of our professional association, The Financial Planning Association, at my local library.
Free financial planning sessions were offered on a first-come, first-served basis. We met for 30-minute sessions to answer whatever questions people had about their personal finances. All volunteers were kept busy.
The Emotions Behind Financial Planning
Every so often, a client says something that perfectly captures the emotional side of financial planning.
They recognize that their retirement plan needs growth over time. And yet, they are worried.
Moving From Recognized Achievement to Retirement
PART ONE:
Rethinking Success: The Transition into Retirement.
A recent article in the WSJ, “Career and Leadership Newsletter”, written by Carol Hymowitz, caught my attention. It shared the story of a highly successful, driven woman who described her transition into retirement, not as a gradual slowing down, but as a shift prompted by unexpected health challenges, including fractures and a minor heart attack linked to anxiety.
When Life Changes, Your Plan Should Too
Life seldom moves in a straight line. It is a sequence of transitions, each with its own financial implications. Careers evolve, families grow, retirements begin, homes need to be sold and reset, and sometimes unexpected events change the path entirely. Each of these moments can bring financial decisions that feel complex or overwhelming.