My spouse has been on sabbatical for 6 months. He’s a software developer and most recently worked at a biotech company. Burnout took hold after working long hours for more than two years on blood testing products during the COVID crisis. So I encouraged him to...
Receiving an inheritance can often set off a chain of varying emotions. You may have grief for the one who passed away and guilt for getting money as a result, mixed with excitement that the money comes at just the right time. The money might offer you the opportunity...
A question that’s been coming up with clients in their 30s and 40s lately is, “I keep hearing so much about compound interest, and I’ve been saving extra for years, but I don’t actually see the compound growth yet, what’s going on? When can I actually retire?” I get...
Since we live in a goal-obsessed society, I bet you can rattle off several things you’re hoping to do, be, or achieve right now. I know I can. But how many of you are stuck on the action part? We all get stuck from time-to-time. Sometimes we’re stuck for a week or a...
And now for some good news. I read this year’s tax refund survey results from GoBankingRates.com, and according to their study most people plan to use their refund for either paying down debt or ratcheting up their savings. My financial planner brain says,...
