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A Financial Planning Checklist For A Change in Jobs

It’s rare for someone to work their whole career with one company anymore. So one way or another, they will go through a job transition; a period of time where their financial lives are in flux and their financial plan needs to be reevaluated. Whether a new career, a termination or a partial retirement, a… Continue reading A Financial Planning Checklist For A Change in Jobs

Nearing Retirement, Retirement Planning

Your Retirement “Transition” Plan in 5 Steps

Do any of the following describe you? You’ve worked at the same job with the same company for 25+ years. You aren’t ready to retire, but the job is getting old. Your work is draining, either because its mentally draining, physically draining or perhaps the commute is draining. You’re physically and mentally ready to retire,… Continue reading Your Retirement “Transition” Plan in 5 Steps

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5 Transition Points In Life That Call for a CERTIFIED FINANCIAL PLANNER

I spent one summer listening to a lot of Jerry Jeff Walker. To me, he’s famous for the chorus he wrote in one particular song, Lovin’ Makes the Livin’ Worthwhile.  It’s a love song focused on rolling with whatever life throws at us and accepting that “the only sure things are taxes and dying.” He’s… Continue reading 5 Transition Points In Life That Call for a CERTIFIED FINANCIAL PLANNER