5 Questions Couples Need to Answer to Achieve Financial Success
When you marry or simply share a household with someone, your financial life changes – and your approach to managing your money […]
Julie Newcomb Financial
Retirement Planning for Single Parents
How should a single parent plan for retirement? Diligently. Regularly. Rigorously. The good news is that you have the autonomy to decide how […]
How to “Rehearse Retirement” Before You Take the Plunge
For most people, retirement is a huge shift in life as they know it. However, beyond planning the dollars and cents, few […]
Money Moves to Make by the End of the Year
During the holiday season your focus can easily get taken up by thoughts of gift-giving, decorating, parties and yummy food. But don’t […]
A Quick Look at the Trump & Clinton Tax Plans
Seemingly every presidential candidate offers a plan for tax reform. You can add Donald Trump and Hillary Clinton to that long list. […]
Protecting Your Parents From Elder Financial Abuse
We are becoming more familiar with the notion of financial abuse targeting elders – scams and other exploitation targeting the savings of […]
How Millennials Can Get Off to a Good Financial Start
You might be a millennial reading a practical article about your finances, but most likely, you are a concerned mom or dad […]
Should You Plan to Retire on 80% of Your Income?
A classic retirement planning rule states that you should retire on 80% of the income you earned in your last year of […]
Could Social Security Really Go Away?
As we continue to hear warnings that Americans are not adequately saving for retirement, we hear similarly dire news about the future […]
The 5 Chapters of Retirement
Even if you still have 30 years left until retirement, you’ve probably already started imagining what your retirement might look like. Whether […]