You Aren’t Giving Enough Money to Your Kids and Grandkids

Imagine that you finished making pizza, and it’s hot out of the oven. The edges are perfectly crispy. The cheese is gooey. The toppings are immaculate. It’s a perfect blend of flavors. There is an issue though! You made too much. You have a few options: What would you do? I speculate that most people […]
How to Create a Paycheck in Retirement: 5 Steps to Follow

Deciding how to create a paycheck in retirement is one of the key decisions people often bring up to me in a first meeting. When you work for thirty or more years and are used to a regular paycheck, it can feel daunting not knowing where your next paycheck will come from. Most people will […]
How Much Cash Should I Have in Retirement?

One of the common questions I receive from people approaching retirement or people in retirement is, “How much cash should I have in retirement?” After many decades of saving and investing, it can be a strange experience going the other way. You’ve been taught to save and save, and now you have to start spending […]
What is the Best App To Track Spending?

Look, I’m not a fan of budgeting. This isn’t an article about why you should budget, how to deprive yourself of everyday comforts, or the need to scrutinize your spending line-by-line. However, I do think it’s important to review your spending every once in a while. It’s easy to start spending on something, leave it […]