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...
by Niv | Jul 11, 2023 | Personal Finance
Since the beginning of your career, you’ve been encouraged to save for retirement. Even though retirement seemed far away, your employer gave you paperwork to complete when you were hired. The paperwork was regarding their employer-sponsored retirement savings plan....
by Niv | Jul 3, 2023 | Personal Relationships
When your friend’s spouse dies, the last thing they want to hear is that you know what they are going through. Actually, you don’t. Losing a spouse is different than losing a parent. It’s different than losing a pet. Even if your spouse died, your experience...
by Niv | Jun 8, 2023 | Peace of Mind
Do you take time to celebrate your accomplishments? Or do you quickly move on to the next item on your list? I’m in the latter category. Most of the time, I accomplish something and then move on. Unfortunately, I don’t take time to celebrate my...
