I wanted to share a story about a conversation that changed how I think about financial planning. I’ve been working with this couple for years—healthy, active, and building a future together. But then one of them was diagnosed with early-onset dementia. I wasn’t looking forward to the meeting, but when they came in, I was… Continue reading The Hardest Financial Planning Conversation I’ve Had With a Client (and Why It Mattered)
A 20% return sounds better than 8%. But which investor actually ends up with more money? The answer might surprise you.
Before you file your taxes—pause. These 6 questions could uncover missed savings and help you avoid costly surprises.
Are you wondering, “How much money do I need to retire?” Most people don’t know their real retirement number. That’s a risky guessing game! This short video helps you find the answer with a three-minute retirement reality check to quickly assess where you are, what you may be missing, and how close you really… Continue reading 3-Minute Reality Check: How Much Money Do I Need to Retire?
A few years ago, I had a client meeting that I’ll never forget.
He walked into my office looking absolutely drained—like he’d been carrying a weight for years. What he said to me that day has stuck with me ever since. And what happened next reminded me why I do this work.
Top financial mistakes by newly single women. Joe Dowdall is a fee-only fiduciary financial advisor at Worth Asset Management in Dallas, TX.
Divorce transforms every facet of your life, including your financial plan. Let’s talk about financial planning for your next chapter.
Complete post-divorce checklist covering finances, insurance, taxes, and estate planning. Get expert guidance for your financial fresh start after divorce.
Complete financial checklist for widows & widowers covering immediate tasks, benefits, estate planning, and long-term financial planning after a spouse’s death.
Elder financial abuse is a growing problem, often committed by those closest to us. My latest article provides the defense strategies you need to protect yourself and your financial future.
