Is FIRE Really Feasible?

Is FIRE Really Feasible? Facebook Twitter LinkedIn I’m a Certified Financial Planner™ practitioner, and I also “retired” from my first career at age 52 after 26 years in Technology.  I had planned for “Financial Independence, Retire Early” or FIRE (before it was called “FIRE”) since my mid-twenties; however, I did not realize until my mid-forties […]

Is It a Good Idea to Pay Off Your Mortgage?

Is It a Good Idea to Pay Off Your Mortgage? Facebook Twitter LinkedIn Like most personal finance decisions, it depends. I’m a financial advisor, and one of the most common conflicts of interest for advisors arises around this idea of paying down your mortgage early.  One prominent financial advisor has said for years that you […]

Are You Saving Enough for Retirement?

Are You Saving Enough for Retirement? Facebook Twitter LinkedIn Have you ever sat down and tried to figure out how much money you’ll need for a retirement that could last thirty years or more?  I’m guessing if you’re reading this article, you have likely given it some serious thought.  And if you’re anything like me, […]

Consider Tax Diversification when Saving for Your Future

Consider Tax Diversification when Saving for Your Future Facebook Twitter LinkedIn Ever think about the best account types to save for financial independence, retirement, and long-term goals? I’m talking about tax-deferred, tax-free, and taxable accounts, specifically. Tax-deferred accounts are your typical savings vehicles for pre-tax dollars, like your company 401k pre-tax option where you get […]