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Retirement Planning Tips For Dual-Career Couples With An Age Gap
When you hear about retirement, many people think of it in terms of turning 65 years old, applying for Medicare and Social Security, and traveling with their spouses using the money they worked hard to save throughout their whole careers. But what does retirement look like for couples with an age difference?
3 Things Women Can Do To Set Themselves Up For Financial Security
Financial planning for women is unique because we earn less money and are expected to do much more with it. Advocating for yourself, enlisting help, blocking out the noise, and planning according to your personal goals can go a long way toward ensuring your financial security is set.
How To Navigate Some Of The Financial Impacts Of Divorce
This article discusses some of the biggest financial impacts of divorce, including housing, debts, taxes, retirement, and investments.
Recently Received An Inheritance? Here’s How To Approach Investing It
Discussion of inheritances and how to think about your inherited assets in the context of your overall financial goals.
The Financial Considerations You Should Have When Starting A New Job
Discussion of how your financial picture is impacted by a job change and things you should be doing when you start a new role.
MY BOOK
I seek to make personal financial planning less scary.
This book provides a simple guide for working through life's biggest financial questions facing couples in their 20s, 30s, and early 40s today. It starts with goals-based planning around topics including retirement planning, education planning, and major purchase planning. It then walks through some basics of investment management, options for how to invest, behavioral finance, and pitfalls to avoid. Lastly, it discusses risk management and insurance.
If you are not sure where to start, this book may provide some clarity.