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How To Figure Out What Retirement Might Look Like For You
When I speak with people about what they envision their retirement to look like, I often get answers along these lines, “I have no idea what I’d do with myself if I wasn’t working.” If you’re one of these people, I’ve found that hearing the stories of what other people do with their time in retirement may make the prospect seem less daunting.
6 Financial Questions Every Newly Engaged Couple Should Discuss
Talking through some of the biggest financial hurdles prior to a time of conflict can give you tools to work through disagreements later. Here are six financial questions every newly engaged couple should discuss.
When To Use Roth Or Pretax Retirement Accounts
You might have heard that retirement savings accounts come with tax benefits. However, you may not understand the specifics or what to expect many years down the road when you withdraw your funds. This is a discussion of Roth and pretax retirement savings, the impact of taxes, and when each type of account may be appropriate.
Women’s Involvement In Finances And How To Avoid Financial Regret
Several studies have recently found that women have varying degrees of involvement in their finances over the course of their lives. Many women throughout have felt financial regret due to varying levels of involvement and inaction. This is a discussion of those findings, along with actions women can take to avoid financial regret.
Sustainable Investing And How To Align Your Investments To Your Values
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.