What To Do With Your 401(k) Once You Retire
When we talk about retirement, it exists in one of two contexts; either we are planning for retirement or we are enjoying retirement. The context we don’t talk about—and the…
Read More
Retirement Planning by Age: A Decade by Decade Guide
Do you remember the first piece of advice you received regarding money? Chances are you don’t remember the words explicitly but it probably impacted you in some way and likely…
Read More
0% interest offers on big purchases (cars furniture etc)/credit cards
0% interest on financing means free money! Or does it? I saw a motivational coffee mug the other day that read “Don’t settle for good enough.” As the mug sat…
Read More
Why You Need an Estate Plan
https://www.renozahm.com/staff-profiles/jared-arthur-clay/&sa=D&source=editors&ust=1633640745385000&usg=AOvVaw3f6Y_8EEFHomdt7ExPDEJb Don’t let the fancy name fool you. An estate sale is just a whole-house yard sale. No need to wear a suit and tie and carry a numbered paddleboard…
Read More
7 Reasons Why You Need a Budget
Throughout the previous two tumultuous years, there have been ups and downs, and not just in the markets. Everyone has felt an impact of the pandemic whether physically, mentally, or…
Read More
When Do You Need a Financial Advisor?
This is a case of the “when” being the “why,” so let’s knock out two birds with one overachieving boulder. On a runway. When you’re ramping up for one of…
Read More
Should you give your child an early inheritance?
One of the things that give me the greatest joy as a financial planner is knowing that the work, I do has a bigger impact. The benefits of the plans…
Read More
Can your 401(k) affect your Social Security?
Here’s the truth about retirement planning; it used to be a whole lot easier. There used to be a lot less planning involved. Life generally looked like this: work for…
Read More
Investing In Education: A Teacher’s Guide to Retirement
“Class, I have an important announcement.” Ms. Perry paused for effect. “I’m very sorry to tell you that I won’t see you again until next year.” A few kids gasped.…
Read More
The Effects Of Upcoming Tax Legislation On Your Retirement
Now that we’ve grabbed your attention and raised your blood pressure with the headline, let us assure you that we have only good news. While there is no formalized plan,…
Read More
Tips For Post-Pandemic Spending
When the going gets tough, the tough get cooking from scratch…and paying off debt…and using hand sanitizer. We might have taken some creative liberties with that idiom, but a lot…
Read More
I’m Retired, Now What?
People approach retirement age with excitement or fear, and sometimes a mix of both. The promise of free time, rest, travel, and lower stress levels is often coupled with anxiety…
Read More