by Laura Redfern | Oct 27, 2023 | Personal Finance
Did you know that the average American spends around $1000 on holiday gifts each year? Regardless of whether that number seems low or high to you, there’s no denying that holiday spending has the potential to “gift” you with a holiday hangover just as much as it can...
by Laura Redfern | Sep 29, 2023 | Personal Finance
When you retire, life changes – sometimes in joyful ways, and sometimes in unexpected ways. You can take some of the sting out of the “unexpected” ways by making some smart adjustments during your first year of retirement. Here are the Top Five smart moves we have...
by Laura Redfern | Aug 25, 2023 | Personal Finance
You may have heard that you make too much money to save into a Roth IRA. You may have heard that Roth IRAs are only appropriate for young people early in their careers. You may have heard that you should only invest in a Roth IRA if you think your tax bracket will...
by Laura Redfern | Jul 28, 2023 | Personal Finance
It dawned on me the other day that I have worked with hundreds of retirees now. I have been honored to witness and learn from many successful and unsuccessful retirement transitions. And naturally I look for patterns in what contributes to the success or failure of...
by Laura Redfern | Jun 30, 2023 | Personal Finance
If early retirement is a dream of yours, congrats! You’re probably already working hard to make that goal a reality. Just as important as knowing what to do, is being aware of potential pitfalls that could get in your way. Here I’m going to share the top 3 mistakes...
by Laura Redfern | May 26, 2023 | Personal Finance
You’ve probably heard that it’s a good idea to “save money for a rainy day.” But where? There are loads of options out there! Here are some considerations when stashing away your hard-earned cash. Savings Accounts Probably the easiest and most familiar place for...
