Values and goals are different for each family. And when trying to balance competing priorities of saving vs. spending, it is challenging to get it right. You may wonder how much to save per paycheck or if there’s a savings rule of thumb by age.
Read MoreRedefining Family Wealth was written to transform the way you think about wealth. This labor of love was born out of my one-on-one work with WorthyNest® clients. In this post, I’ll be debunking the three biggest myths about money that are tripping up Christian families.
Read MoreYour family’s journey to financial independence will look different from your neighbors and friends. However, there are commonalities on the path to retirement that should be considered well before you resign or exit the business. In this post, I’ll be discussing seven items you should have on your pre-retirement checklist.
Read MoreAs we reflect on this US holiday of independence, what does financial independence mean to you? Many people think retirement and financial independence are synonymous, but differences exist.
Read MoreWhat is “enough” in financial terms? Is it a million dollars? $3 million? More?
Clients frequently ask me how much money they need to comfortably retire. Even as a CFP® with over fifteen years of experience, I can never give them a blanket response. There are a variety of quantitative and qualitative factors to consider.
Read MoreWhether retirement is near or far away, you’ve been assured that more savings now generally leads to a bigger nest egg later. You believed that diligence and determination were the keys to building wealth.
So, in today’s uncertain economic environment, what do you do with your employer-sponsored 401(k) or 403(b) plan?
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