by Niv | Oct 4, 2023 | Profession
Through my practice, I work with individuals who recently lost their spouse. It’s difficult to watch someone struggle with grief while facing the realities of their financial situation. Often, they may be in a situation where there isn’t enough income to support the...
by Niv | Oct 3, 2023 | Personal Finance
It may be too early to think about your holiday spending, but it never fails … as soon as Halloween ends, time goes forward very quickly. If you haven’t thought about your holiday spending yet, start estimating expenses and start saving. Some people are disciplined...
by Niv | Oct 2, 2023 | Personal Relationships
How many times have you asked your elderly loved one if they need anything, and they responded “everything is fine”? It can be frustrating, especially when you have to fly or drive a distance to see what’s really going on with their health and mobility. It...
by Niv | Sep 4, 2023 | Personal Relationships
As a CFP®, I help couples with retirement planning. Before calculating if they’ve saved enough money, I ask them what they want to do in retirement. Most couples haven’t really addressed what they would do when work is no longer a factor. They each may have their own...
by Niv | Aug 2, 2023 | Profession
If you’re planning for retirement, you may be focused on the money aspect – running calculations to ensure you won’t outlive your money. While that’s an essential aspect of retirement planning, it’s not the only item to consider. Look beyond money when...
