Blogs

Social Security: What’s your number?

One of the steps in the financial planning process for my clients is to create their account on the official Social Security website and learn what their estimated benefits are based on their reported work record.  I know they send out the annual statements, but sometimes we move, and the Social Security administration doesn't catch … Continue reading Social Security: What’s your number?

Beware, the Ides of March!

If you are like me, you remember this line from reading Shakespeare's Julius Caesar in high school.  Fortunately for me, my friends are not the murderous type like Brutus.  And you will be happy to know, I don't have warnings in mind today, just friendly reminders! Tax Day is one month away:  Did you know … Continue reading Beware, the Ides of March!

…fat, sick, and stupid.

All of my four children just rolled their eyes when they read this blog post title.  I recently learned that I have some teenage followers of my blog who are about to head off to college.  So, in this lull between finishing the college apps and the whirlwind end of senior year, I want to … Continue reading …fat, sick, and stupid.

Retirement Savings Accounts

I spend quite a lot of time on this blog talking about saving for retirement.  However, until today, I haven't spent any time clarifying WHERE to put that savings.  What exactly is a retirement account? Where does one find these accounts to use for that retirement savings?  How do I choose if I have more … Continue reading Retirement Savings Accounts