So retirement is on your horizon. Are you starting to wonder exactly when you can stop working? Do you often ask yourself if there is enough money to retire? You might catch yourself staring out the window, imagining what you will do with your free time. What are you daydreaming about?
This workbook will explore both parts of your retirement: Your Money and Your Vision.
It’s almost the end of the year! Are you ready for your last meeting of the year with your financial advisor? In Episode 43 of “The Heart of Your Money,” I cover everything you should take into consideration for this meeting, and why it’s important. Show Notes: Hey there, and…CONTINUE READING
NEW PODCAST EPISODE! Catch me in your earbuds with the latest episode of Heart of Money. We’ll cover travel organization 101 so you have peace of mind when you plan for and go on your next trip! I talk about… some of my concerns as my parent’s snowbird down south…CONTINUE READING