Broker Check

Blog

Welcome to the Planning for Good Blog.

Here you will find answers to FAQs, my best tips, and insight into hot topics. Get a taste of my thought process when giving financial advice.

Have a suggestion for a future blog post? Contact me!

 

Tuesday, May 21, 2019

Professional advisors are asking clients about health in more detail and more often: the client’s personal health, as well as that of their spouses/partners and any dependents they may have (this could be kids or elderly parents...

 

Monday, May 13, 2019

Taking a Closer Look at Target Date Funds

 

Sunday, May 12, 2019

This is a question I get a lot. An opportunity came up, such a finding a new home, or you came into some hard times, and you want to know if you can use assets from your IRA. First thing: these situations vary widely given personal...

 

Tuesday, May 7, 2019

Divorce can be an emotional rollercoaster, and because of its unique challenges, you can find countless articles online about how to get through it. That’s not my goal here. Below you’ll find some of the commonly overlooked...

 

Wednesday, May 1, 2019

You insure your most valuable assets like your home, your car and your life. Most people would agree that they’re worth protection; however, disability income (DI) insurance is something people tend to be less certain about....

 

Show All

Monday, April 29, 2019

Losing a spouse is difficult, but it can be comforting to know that Social Security survivors benefits could help keep your financial house in order in the years ahead. To maximize the amount you receive in survivors benefits, however...

 

Monday, April 22, 2019

If you are divorced, you may be aware that you can potentially claim retirement benefits on your ex-spouse’s earnings record. As a divorcee, you may be eligible to receive a spousal benefit equal to 50 percent of what your...

 

Monday, April 15, 2019

Single, childless retirees who never married have age based filing strategies available for claiming Social Security benefits: Claim reduced benefits as early as age 62, and receive a reduced monthly benefit for life. Wait to claim...

 

Monday, April 8, 2019

If you’re married and thinking about retirement, you should consider the strategy you use to file for Social Security benefits carefully. The age at which you and your spouse begin collecting benefits will affect not just the...

 

Sunday, March 31, 2019

Perhaps you're frequently told—by colleagues at work, family members, or friends—that they don't know what they'd do without you. Of course, it makes you feel important. But perhaps you're being given a bit of a...

 

Thursday, March 21, 2019

Retirement saving is not on most Millennials’ list of top priorities. But if they continue to delay saving for it, they may not be able to retire until well into their 70s. Despite current expenses like student loans and credit...

 

Wednesday, March 6, 2019

Are you tired of getting inundated with junk in your mailbox? Are you having to recycle more mail than you open? Not only is this a nuisance, but it could cause you to miss something important in the shuffle. Here are some tips to...

 

Sunday, February 17, 2019

Are you getting ready to change your name and dreading the process of updating all the various accounts and systems? Perhaps we can help… HERE is a list of the most common places where you’ll want to update your name....

 

Tuesday, February 5, 2019

I love to travel! New places, warm beaches, historical locations and often to international spots. I’m not alone. Most of my clients enjoy travelling and many times I’m asked how to best plan for these costs. Here are a few...

 

Friday, January 11, 2019

If you’ve been a client of mine for some time, you already know what I’m going to say… consider this your reminder! :) One of the best ways to protect the security of your most important data, and to help ensure...