Financial planning takes on more urgency as we age, our financial lives have more moving parts, and retirement draws ever closer. If you have always wondered what it would be like to work with a Certified Financial Planner®, click on this link to begin using my secure financial planning software. It will lead you through the … Continue reading Ready to plan?
Why should someone under 65 care about Medicare Open Enrollment season?
Check out the new withdrawal options that apply to everyone who owns a TSP account.
I've been straying off the beaten path lately in my work at The Table. Delivering unbiased financial advice without a product sales pitch is important to me and the work I do as a CFP® and an AFC®. I became intrigued by making short little videos such as this one for my clients and friends … Continue reading One-minute videos: my new obsession!
Hi all, I haven't been here in a while and for lots of good reasons, at least that's what I have been telling myself. I'm not a slacker. That would be negative self-talk, and we are not practicing that here. What have I been doing, you ask? I've been onboarding a good number of new … Continue reading IT’S OFFICIAL!!!