How To Head Into Retirement With No Mortgage

“Should we pay off our mortgage before we retire?” This is among the most common questions I get from clients and “Money Matters” listeners (tune in from 9-11 a.m. Sundays on WSB radio (News 95.5 and AM 750 WSB). I most recently heard it from a couple who are on their final approach for retirement. […]

A Retirement Chart Sure To Give You Anxiety

I love how easily two-step charts are able to relay information to us. You look left, look right and then find your corresponding data point that reveals your answer. If only we could answer all of life’s tricky questions through a quick two-step chart. The other day I shared JP Morgan’s 2015 Guide to Retirement […]

10 Steps To Protect Your Finances At Year-End

It’s the end of the year, and as the mistletoe hangs over our heads so does our financial to-do list. Don’t be intimidated by your list this year, though. I’ve gone through and broken down 10 simple steps you can take to protect your finances and put you in a good place for your 2014 […]