Introduction: Avoiding Costly Estate Planning Mistakes Estate planning can feel overwhelming. Between the technical jargon and conflicting advice, it’s easy to make mistakes that could cost your loved ones time, money, and peace of mind. I see two main types of mistakes when it comes to estate planning: not planning at all and planning way […]
Can I Retire Yet? A Practical Approach to Deciding
A Straightforward Starting Point for a Life-Changing Decision After working with hundreds of clients over the years, I’ve found one question consistently rises to the surface: “How do I know if I can afford to retire?” It’s one of the most important financial questions any of us will face. But most people don’t want to […]