by Niv | Jun 2, 2025 | Personal Relationships
Retirement may be a few years away, but it’s never too early to start discussing it with your spouse. It’s easy to assume they share the same ideas as you have for this stage of life, but do they? One of the services I offer is retirement planning. But before...
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 | Mar 26, 2019 | Personal Finance
When you hear the term “financial plan” what comes to mind? Most people think immediately about investments. But did you know that’s only one part of a financial plan? A comprehensive financial plan focuses beyond investments. It calculates your net worth, after-tax...
by Niv | Jan 16, 2019 | Personal Finance
Did the new year trigger thoughts of retirement? If you’re thinking about when you should retire, do these three things before you make a decision. 1- Determine your retirement lifestyle. Many people fail to envision how they will spend their retirement days....
