Mid-Life Women and Career Burn-Out or When Can I Retire?

Does this sound like you? - 50-60 ish, - have been working…

The Importance of Financial Education

It's a well-known fact that America has a huge financial…

How To Make Sure You See All the Places On Your Bucket List

Americans love to travel. When I ask my clients what they…

Financial Housekeeping: What To Do with Those "Old" 401(k)s

There is no shame in owning multiple  401(k) or 403(b) accounts—the…
Solo-k Smart Retirement Planning Self-Employed

Just Retired? 10 Ways To Keep Spending Under Control

Does this sound like you? You have just retired, and you're…
Solo-k Smart Retirement Planning Self-Employed

A Little Year End Tax Planning with Your Holiday Punch

Or,  8 Year End Tax-Related Deadlines and Things to Think About With…
Solo-k Smart Retirement Planning Self-Employed

3 Things You May Not Know About the Roth IRA

Roth IRA’s are a great savings tool. They are different from…
Solo-k Smart Retirement Planning Self-Employed

How To Deal With Those "Old" 401(k)'s

There's no shame in having multiple 401(k) accounts -- it's an…
Solo-k Smart Retirement Planning Self-Employed

The Solo-K: Smart Retirement Planning for the Self-Employed updated for 2018

In 2001, the government gave self-employed workers a gift:…
Solo-k Smart Retirement Planning Self-Employed

Short List for your Finances 2014

There are many actions you can take to improve your finances,…