Archives: Life Journey

Facing the End of Life

When time is short, the right preparation is a gift, to you and to them.

Getting Engaged

Before the wedding planning takes over, a couple of conversations worth having.

Required Minimum Distributions

The IRS wants its share now, here's how to take it on your terms.

Claiming Social Security

One decision, decades in the making, get the timing right.

Job Loss / Layoff

A hard turn, and a clear set of steps to steady yourself.

Becoming Debt-Free

You paid it off. Now point that freed-up money somewhere that matters.

Refinancing or Tapping Home Equity

Your home can do more than shelter you, handle it wisely.

Renting Your First Place

Your own four walls, and your name on the line.

Sending a Child to College

Your kid is launching, here's the part that's yours to handle.

Expecting a Baby

Before they arrive, a few things are worth handling.