I've come across two distinct clients recently who were experiencing identical issues. Both clients were single women on the cusp of retirement. And, …[Read More...] about The Cruel Math of Inflation on Stagnant Wage Growth for Late-Stage Earners
A Financial Planning Blog
Jon Luskin is a fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, author and speaker. He has been recognized as one of the financial planning industry’s top young advisors by InvestmentNews magazine.
As Seen In:
Being interviewed by Hannah Moore, CFP®
Talking Bitcoin on Roundhouse Radio 98.3
Imagine a retired client. Being 68 years old, he's managed to save a bit of money over his lifetime. Whatsmore, that money is spread across different …[Read More...] about Case Study: Account Distribution Hierarchy for Mortgage Paydown in Retirement
No one likes taxes. So, why not strategize on how to save on them? Listen up for a few strategies to decrease your tax bill. …[Read More...] about How to Save on Taxes
Life Insurance comes in so many flavors! Which one makes the most sense? Or, do you even need it? Listen to our latest episode of the Stay Wealthy …[Read More...] about Do I Even Need Life Insurance?