Blog tagged as retirementplanning

How to pick a financial professional for’s not what you think.

At the end, I’m looking for your thoughts. Please share!

It’s taken me a long time to write this. It’s something that I’ve always wanted to do, but it’s hard to explain - I think - yet it’s really important.

Quite frequently, I see this question posted on social media:

“How do I pick a financial profes...

01.07.20 09:10 PM - Comment(s)
Benefits for those starting out

Congratulations to all of the new college graduates.

Hopefully they're lucky enough to be off to their first real job in their fields. My son recently graduated from UMass Amherst (#GoUMass), and will be working for a law firm in the area; his first real job after college graduation with benefits. Th...

15.06.20 11:30 PM - Comment(s)
Paying off mortgage = saving for retirement?

One question that has come up recently is whether or not paying off your mortgage is a good strategy (and the question here is on the primary residence, not on investment real estate). With the pandemic causing job losses, even people who kept their jobs are thinking about this as a way to reduce fi...

03.06.20 10:26 PM - Comment(s)
Limits costs help long term. But are you focusing on the right costs?

“Costs. I read something about minimizing costs can really help improve how much your money grows.”


A conversation started this way recently someone who is concerned about having enough for retirement since the stock market was down almost 30% from its all time high (though the market has since...

26.05.20 01:49 PM - Comment(s)
Spending in retirement

No more commuting. No more buying lunches out. No more dry cleaning (though when was the last time you took something to get dry cleaned?). And no more retirement plan contributions.


The assumption is that when we retire, our expenses will go down. And these types of expenses would ...

18.05.20 10:53 PM - Comment(s)