by Niv | Jan 7, 2025 | Personal Finance
Saving for retirement is old school – bet you never thought a financial planner would make that statement. When we use the word “retirement,” images of old people sitting on rocking chairs on their front porch come to mind. But haven’t we redefined retirement? Who...
by Niv | Dec 6, 2022 | Personal Relationships
When helping individuals and couples plan for retirement, one of the key things we discuss is their personal relationships. For example, some people envision planning a family gathering annually with their adult kids and grandchildren. In order to estimate how much...
by Niv | Jul 30, 2019 | Personal Finance
Often, there is advice encouraging you to downsize for retirement. It’s a way to save money when you’re on a fixed income. But will downsizing really save you money? Before you decide to sell your house and downsize, compare how your expenses will be impacted....
