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Are Millennial Women Spending Enough to Reach Financial Goals?
As a CERTIFIED FINANCIAL PLANNER™ (CFP®), I often hear from millennial women, “But Mr. Brewer I don’t have any money to invest!” But I usually respond with, “Could there be funds available that you just don’t know about?” Let’s examine what might be going on. Credit cards make spending money easy but without making us think much about…
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We Helped Our Client Save Money on Her Student Loan Repayment
You may be one of the many looking for advice for student loan repayment planning. As a matter of fact, we saved our client over $30,000 on her student loan repayments. Like many, she was faced with repaying the cost of pursuing an advanced degree that she pursued in order to achieve an increased income.…
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What You Can Actually Do to Save on College Costs Today?
Saving for college costs is important. But there’s more to college planning than just saving money. Consider these ideas to help you save on the cost of college. Remember, every dollar that you don’t have to put toward college tuition can be reallocated for other important purposes, such as retirement savings. How to cut college…
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Will integrating your personal values into your financial plans work?
How does financial planning work with values integration? The question of personal values comes up daily. As Americans, we believe in life, liberty, and pursuit of happiness. We live by our personal values! We also encourage religious freedom. Yet somehow, when we start talking about money, the foundation of personal values goes away. It’s rarely…
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Women need to start planning now to overcome retirement risks!
As a financial advisor to an 86-year-old mother, whom I helped deal with her older sister’s affairs in 2015, I’m acutely aware of the women’s retirement crisis. I remember listening to Sallie Krawcheck on Morning Joe, in April of that year. Sally highlighted that the face of nursing homes was decidedly female. I saw this…
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Why would you ever plan to claim less Social Security?
I recently met a couple who had a strategy for their retirement investments, but no strategy for claiming Social Security. Using advanced software, I projected they would potentially increase their lifetime income sufficiently by using the replay strategy highlighted in “Get What’s Yours, The Secret to Maxing Out Your Social Security.” In this instance, the…
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Cost of College Planning
A good plan for paying for college is about more than starting to save early. It’s also about creating a strategy to pay less for attending college. If you have college-bound children and plan to help pay for school, this information can help you prepare and pay for college costs. Create a plan to pay…
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