How should I be handling my year end finances?

2021 is officially coming to a close and the New Year’s tradition of eating black-eyed peas for wealth can only get you so far! So, aside from that, what are you doing to ensure 2022’s financial planning is all set?   Have you looked back at your spending habits, unexpected expenses and needs from the previous year? This may be one of the best…

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I want to save better this year for retirement – How should I start?

Saving for retirement can seem like a daunting process – there are so many what-if questions that leave us feeling uneasy.   What if it is too late for me?   What if I don’t have enough?   What if I am planning wrong?   It’s always easy to wish you had started something sooner. But since we don’t have the time machine up and running quite yet –…

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I am coming up on retirement – How do I prepare?

If you are within 5 years of retirement, now is the time to start planning for the new phase of life you may find yourself entering soon.   Just like anything, there may be some unexpected bumps in the road, and you want to make sure your retirement is as stress-free and taken care of as possible.…

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