3 Things To Do For Those Within 3 Years of Retirement
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Here are three things to address in the few years before retirement to help with the timing decision and transition.
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Big news for Hoosiers under 65 on Medicare
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Great news for Indiana residents on the horizon.
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Financial Top 10 List for Grads
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Top 10 list for graduates as they transition to financial independence.
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Lessons From a Caregiver
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As we age, statistics tell us we are likely to need care. Between personal experiences and what I’ve seen clients go through, I’ve learned some lessons that I want to share.
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Women's History Month - Celebrating Women Who Tell Our Stories - Juli Erhart-Graves' Story
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Grace Worley is the woman that has had the biggest impact on my life. I can truly say I would not be where I am today if not for her.
Read MoreThe Social Security Trust Funds
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You have probably seen articles or heard reports about Social Security running out of money in 2035, so let’s discuss what that means for your retirement.
Read MoreFinancial DOs and DON’Ts (Part 2 of a 2 Part Series)
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The most common DOs and DON’Ts of helping others with their financial matters.
Read MoreFinancial DOs and DON’Ts (Part 1 of a 2 Part Series)
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The most common DOs and DON’Ts of helping others with their financial matters.
Read MoreThe Value of Bonds
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I love to organize—papers, closets, financial lives, and anything else that I can get my hands on. To me, it’s exciting to take chaos and create order. Being an organizer, I’m also a chronic declutterer, always on the lookout for things I can get rid of.
Read MoreThe Safe Withdrawal Rate
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Most people want to enjoy their retirement—doing things and going places while they are still young enough to do them—all the while making sure they don’t spend their nest egg too quickly.
Read MoreAfter the Honeymoon
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Settling into married life is a process and the happy couple will, over time, find what works best for them. What financial planning issues does a newly married couple need to address?
Read MoreDonor-Advised Funds
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As a financial planner and partner in a tax firm, I spend a lot of time planning financial futures and thinking through tax consequences. Occasionally, a donor-advised fund can make sense.
Read MoreCombating the Bag Lady Syndrome - Part 5
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Continuing our talk on taxes and combating the Bag Lady Syndrome, the fear of losing everything and being left with no financial means, this blog explains page 2 of Form 1040, U.S. Individual Income Tax Return.
Read MoreCombating the Bag Lady Syndrome - Part 4
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One of the ways we can combat the Bag Lady Syndrome, the fear of losing everything and being left with no financial means, is to gain a better understanding of our income tax return.
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