Car Payment or Roth IRA Payment?

Car Payment or Roth IRA Payment?

I wanted to share a financial insight I had recently while helping a client. We observed that her car payment was over $500/month. That’s a significant amount, for any budget.   So I looked it up. According to 2024 Experian data, the average car payment for a new car...
Maximizing Social Security Income in an Inflationary World

Maximizing Social Security Income in an Inflationary World

Inflation has become a hot topic lately, with many of us experiencing sticker shock when purchasing everyday items or resuming normal activities. For retirees living on Social Security or a fixed pension, this challenge is particularly daunting. Let’s explore some...
Navigating Life Insurance Questions

Navigating Life Insurance Questions

Life insurance can be pretty confusing. As a financial planner, I often get asked about it. Probably the most common question I hear is: in my case, should I even have life insurance?   It’s a good question. You are probably familiar with the prevalent ads showing...
Summer Savings: Paying Off Debt While Making Memories

Summer Savings: Paying Off Debt While Making Memories

According to a GOBankingRates survey, 41% of respondents said their #1 financial goal is to pay off debt this summer. That’s great! But can you prioritize debt while still enjoying your summer? The answer is, YES!  Paying off debt doesn’t mean you have to sacrifice...
Does Saying “I Do” Mean Combining Your Finances?

Does Saying “I Do” Mean Combining Your Finances?

Did you know that June is traditionally the most popular month for weddings?  May also makes the list, so I wanted to celebrate this season of love and commitment by dusting off a blog post from a few years ago.  It’s still highly relevant and I still get asked this...