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Thursday, May 30, 2019

“How is it that I make pretty good money, but my take home pay is a lot less than that?” my client said during a recent meeting. “Good question” I told her, as we were going through what type of expenses she...

Thursday, May 30, 2019

In working with cast members of The Walt Disney Company, I have found many have accumulated quite a bit of company stock. Whether it was participating in the employee stock purchase plan while it was offered or through the 401(k),...

Thursday, May 30, 2019

Last year towards the end of the year, I started working with a new client whom works at the Walt Disney Company seasonally during his retirement. As I was running through our list of action items, there was one thing that seemed to be...

Thursday, May 30, 2019

“Well, Europe seems to be slowing down. There are trade tensions between the US and China and who knows what’s going to happen with interest rates” says a client recently to me. He leans back in the chair, puts his...

Thursday, May 30, 2019

The other day, my son and I started reading Harry Potter. He is 7 and already an avid reader, which I truly love (sorry for the dad brag moment). Anyways, the book series is quite renowned and rightfully so. One scene, so far though,...

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Thursday, May 30, 2019

The new year, by now, has lost a lot of its “newness” – am I right? What I find though, is it is after the newness has shaken off and we are into the swing of things, that it becomes a little easier to evaluate where...

Wednesday, January 2, 2019

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...