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.
Choosing a financial advisor is one of the most important decisions you’ll make for your future. But how do you know if you’re making the right choice?
After the rush of April 15th, most people breathe a sigh of relief and forget about their taxes until next year. But what if that annual document holds clues to significant financial gains you could be missing out on? This year, I wanted to share the real reason why I dedicate time to reviewing my… Continue reading Why I Review My Clients’ Tax Returns Each Year
Don’t let RMDs become a tax trap! Learn smart strategies to lower your taxes on RMDs and keep more of your hard-earned retirement savings.
