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Retirement Planning
When to Claim Social Security: How to Think About 62, FRA, and 70
When to claim Social Security is about more than age alone. Learn what to consider before choosing 62, FRA, or ...
Three Things Worth Your Attention
Three Things Worth Your Attention | April 7, 2026
Three articles worth your attention this week, with brief reflections on life, money, decision-making, and what comes next.
Financial Planning
Social Security for Women: The Basics to Know Before You Claim
Social Security for women involves more than claiming age. Learn the basics of retirement, spousal, and survivor benefits before you ...
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Financial Planning
Podcast Appearances and Interviews
I am a panelist on the Money Tree Investing podcast. Episodes are recorded for later airing. You can find additional
Advisory Services
Life Planning Training: Reinforcing My Purpose
Life planning focuses on the human side of financial planning. Here is what I learned during my recent experience at
Financial Planning
Financial Planning for Couples – It Takes Teamwork
Managing family finances and putting together a financial plan should include the input of both members of a couple. Work