Questions to Ask Your Spouse About Retirement

Questions to Ask Your Spouse About Retirement

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...
Personal Relationship Tips | Recap Sep 2017

Personal Relationship Tips | Recap Sep 2017

One of the 5 P’s of Life is “Personal Relationships” – your relationship with others, including your spouse, significant other, parents, other family members, and friends. To build and strengthen these relationships, it’s important to dedicate time to them – no matter...