Preparing for Life’s Certain Uncertainty
“Just in case…” – A phrase I often use as I start to tell my husband some information of (usually financial) importance that I’ve filed away with our other important documents. I had a friend use this same phrase recently when updating me of changes to their estate planning situation. As a CERTIFIED FINANCIAL PLANNER® […]
Educators and Public Servants Finally See Increased Social Security Benefits
Let me tell you about Sarah, a long-time kindergarten teacher. Sarah looked forward to a modest retirement supported by her Teacher Retirement System pension and her late husband’s social security benefits. She met with me before announcing her retirement to make sure that she was ready to retire. After reviewing her social security benefits, Sarah […]