🤔Does it make sense to pay for college with a Roth IRA?
With interest rates on student loans at their highest levels in decades, is utilizing a Roth IRA a worthwhile option to consider when paying for college?
Before Someone Passes Away
If you have not completed your estate plan (Making sure your wishes would be carried out in the event of your disability or death) then I urge so to do so soon. Not having certain things done can leave quite a mess for your loved ones. Since I know firsthand what these potential messes can be, I am happy to chat with you to help get you on the right track.
How to prepare to retire “Solo”
Are you over age 65 living in a one-person household? If so, you have a lot of company. Per the US Census Bureau, there were 37.9 million one-person households in the U.S. in 2022. This represents 29% of all households (versus only 7.7% in 1940 and 13% in 1960), Of these one-person households, 41% were aged 65 and older.
How much do you know about Social Security?
So, a question we get a lot is, “Should I start Social Security at 62, at my full retirement age (which is 67 for those born after 1960 and a bit before if born before 1960) or should I wait until 70?" (70 is the latest one can wait to collect)
Empty Nesters: When your adult kids come home
In May, our two young adult boys came home from college for the summer. Yes, they walked in and dumped their car load of stuff on the dinning room floor and guess what? Fifteen seconds later, they are heading out to meet up with their buddies or ensconced in an online game.
One of the hardest things we had to do
Putting your pet down is one of the hardest things you can do