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<strong>Young Families and Singles</strong>

Young Families and Singles

Starting to plan your financial future early makes it so much easier later.  Clients ask me,

“What should we be doing to set a strong foundation?"

"Are the old rules of thumb still valid?" (Hint: probably not.)



It is all too easy to just plug away and put finances on the back burner when you are bringing in enough for your lifestyle and retirement seems far off.  But then something triggers new questions.  Like:

“We’re in the sandwich: college savings, our aging parents, where does retirement fit?"

"How do I allocatte to all of these competing priorities?"

<strong>Peak Earning Years</strong>

Peak Earning Years

Many clients come to me in this phase of life.  The urgency to get your house in order has been building, and now you need to know:

“When can we retire and not outlive our money?"

"How much can we spend if we we retire at our desired time?”

"Can I do this thing I have always wanted?"

<strong>Near Retirement and In Retirement</strong>

Near Retirement and In Retirement

Retirement is one of the biggest transitions of our lives, and for most of us the biggest financial transition we will ever face. Questions include:

“How do we manage going from savers to spenders?"

"When should we take Social Security, and what about RMD’s and taxes?"

Find Your Perfect Fit

Thank you!