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Safeguarding Your Retirement

You’ve been planning for this for years: the ability to retire. You’ve saved diligently, discussed the transition with your family, and developed a succession plan at work. You’ve even celebrated the upcoming milestone by sharing a champagne toast with friends! And then a bear market hits and appears to upset all your plans. The retirement paycheck that you’ve carefully arranged for may be in question. After ten years of a bull market, the stock market volatility is making you feel anxious and unsettled. Your illusion of control is shattered.

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How To Rethink Your Budget With Just One Income

A: If you lost your health insurance, be sure to replace it, says Laura Rotter, a financial planner in Harrison, N.Y. If you have insurance through your job, a job loss generally qualifies you for special enrollment under the Affordable Care Act. Other options may include electing Cobra insurance or being added to your spouse’s employer-based health insurance. Make sure you both have life insurance, Ms. Rotter says. If the breadwinner isn’t already signed up for long-term disability insurance, now is the time to do so, says Lorenzo Sanchez, a financial planner in San Diego. “Disability insurance is a big safety net that everyone should have in place,” he says.

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Going Solo Podcast Episode #36 Your True Abundance Featuring Laura Rotter

On this podcast, David Shriner-Cahn and I discuss: Self-exploration as a way to start working on your own [1:33] Unexpected opportunities show up to an open heart and mind [4:39] The degree of intention once your business starts growing [10:01] A blessing that comes after a long frustrating career [12:11] The trap of becoming a victim of the worst boss in the world [13:54] The power of like-mined people to help you clarify your mission and fulfill it [15:43] The financial questions that help life go [17:17]

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Why Not To Pay Down Your Mortgage

Susan and Bob came to my office to discuss their financial situation. They proudly announced, “We have no debt; we even repaid our mortgage.” Like many clients, Susan and Bob had bought into the belief that no debt is good debt. However, unlike credit card debt or other consumer debt, your home mortgage is actually good debt that can be used to your advantage.

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Rental Car Insurance?

You’re planning that long-awaited, well-deserved vacation. You’ve researched the itinerary, booked the airfare and hotels, and even made some restaurant reservations. Nothing left to do but arrange for transportation to the airport. Right? Wrong. There is one more important decision to make before you leave for your trip. You will need to determine if you should pay an additional fee for insurance on your rental car. Here’s what you need to know in order to decide:

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Buy Or Lease Your Next Car?

Perhaps you’re finding yourself in a situation similar to mine. My bright orange 2004 SUV has seen better days, and I’m tired of its never-ending need for repairs. Time for a new car! But there are decisions to be made. What make? What model? And, importantly, should the next car be leased or bought? Here are some key questions to help guide the decision:

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