Category: Retirement

Purchasing a Second Home

Do you envision a home at the beach with the sun shinning over crystal blue waters and miles of sand just waiting for you to spend time relaxing on? Perhaps you see yourself walking into your ski house armed for the coming week with the ability to work out of your home office during the […]

Too Much Cash in Your Bank Account

It happens.  You open your bank statement and realize that over the past couple of years your bank account has crept up to $50,000, $100,000 or even $200,000.  It feels good to open that statement and see that cash sitting there.  It means that you won’t have to worry about paying your bills.  You are […]

The Value of a Road Map

A financial road map helps you to arrive at a successful retirement. This week, I am meeting with a client that I started working with 15 years ago.  They were in their forties at the time – one of my favorite ages to start working with people.  The longer time you have to plan, the […]

Financial planners can make a major impact in the peace of mind of single individuals

Financial planners can make a major impact in the peace of mind of single individuals.  Over the years, I have worked with many individuals who were either widowed or never married.  I have also worked with people who don’t discuss their finances with their partners and those who keep their finances completely separate for many […]

Do you have golden handcuffs? When is it time to take them off and walk away?

Companies put “Golden Handcuffs” in place to retain key employees. They are benefits like restricted stock, deferred compensation, contractual bonuses or benefits an employee must repay if they leave a company. Ask your self the question that we must all ask ourselves when planning for our futures – How much is enough? What will make […]

Are you a part of the Sandwich Generation?

Unfortunately, I’m not talking about those who love a good sandwich. I’m talking about people who find themselves providing support in some form to both their children and their parents. You may be helping your children with: • General costs while they are still living at home • The cost of college • The cost […]