Retirement & College on sale!

Many folks grapple with this situation: do I save for my own retirement or do I help my kids with college expenses? My bottom line answer is this: your kids can get low interest loans for college -- you can’t do that for retirement. Easy to say, but there's a lot more to it than … Continue reading Retirement & College on sale!

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?