Blog
Social Security Retirement Benefits: The Mini-Series
This is the first of a series on Social Security – primarily focusing on the retirement benefits. The goal for this series is to address…
Transfer on Death Accounts
What is “Transfer on Death?” It is a designation that can be applied to an individual or joint account that enables you to specify your…
Mapping the Future
Do any of these questions sound familiar? When can I afford to retire? What would a transition from full-time employment to part-time employment or consulting…
The Happiness Project
With its bright blue cover, Gretchen Rubin’s The Happiness Project caught my eye as I was looking for something to read on the flight back…