215-355-0989

900 Pebble Lane
Southampton, PA 18966

Planning For 100: 6 Ways to Retire With Financial Independence

Are you prepared for retirement?

If the answer is no, you’re not alone.

1 in 3 Americans have zero retirement savings. This includes people who are quickly approaching retirement (ages 50-64). Even those who are saving aren’t putting away very much.

This is especially troubling since people are living longer. That means there are a lot of people who won’t be able to keep up their lifestyle during retirement. I always tell my clients to plan as if they’re going to live to 100 (never say never – the oldest woman who ever lived was 122!).

If you haven’t been saving for retirement or if you haven’t saved enough, it’s not too late to turn things around. No matter which stage you’re at, here are six ways to retire with financial independence: Continue reading "Planning For 100: 6 Ways to Retire With Financial Independence"

Getting Divorced? 5 Reasons You Need a CDFA™

divorce financial planner in Southampton PAGetting divorced without a financial plan is like driving on a highway without your headlights. You have no idea where you’re going.

Divorce is one of the biggest life transitions. It has a huge impact on your finances – both short-term and long-term.

If that’s the case, why don’t more people divorce with a plan?

There are several reasons. One, it’s hard to have a plan when you’re not sure where to start. Two, it’s hard to plan when you’re riding an emotional rollercoaster. You need a voice of reason. You need someone to help you see clearly so you can plan for the future. You need a PA divorce financial planner with your bests interests in mind.

Times are changing. Having an attorney in charge of your finances doesn’t cut it. Attorneys and mediators are only present for the divorce proceedings. But what happens after the divorce? Who’s there to help you plan financially for this new chapter?

If you’re going through a divorce or even just thinking about one, here are 5 reasons why you need a Certified Divorce Financial Analyst (CDFA™) in your corner: Continue reading "Getting Divorced? 5 Reasons You Need a CDFA™"

Planning for Uncertainty

Do you find yourself in one of these situations?

I’m thinking about getting divorced but haven’t taken that first step.

I’m getting divorced and my attorney isn’t helping me get the settlement I want.

I just got divorced and I have no idea how to manage the household finances.

I’m retiring and I want to make my money last as long as I do.

I haven’t saved enough for retirement.

I’m getting a divorce and I’m close to retirement.

Divorce and retirement have one thing in common: uncertainty. Especially when it comes to money. Continue reading "Planning for Uncertainty"

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