One of the biggest questions I hear from retirees is about withdrawal timing. Should you take one large annual withdrawal...
Hillary Mendes
You can catch me in the morning on Coffee with Kem and Hills, or Friday nights on The Wine Down. We talk about what happens with personal finances on a daily basis, or what effects women and their money the most.
One of the most common questions I hear is, “Should I claim Social Security early, or should I wait?” It’s...
When we think of wealthy people, it’s easy to picture flashy lifestyles luxury cars, designer clothes, and big houses. But...
Too often, people come into my office believing retirement is about hitting a magic number. Maybe it’s $1 million, $2...
Social Security is one of the most important pieces of retirement planning, yet it’s also one of the most misunderstood....
When it comes to retirement planning and financial security, an emergency fund is non-negotiable. I always recommend keeping three to...
When it comes to retirement planning, few things are as misunderstood as how Social Security benefits are calculated. I often...
When I sit down with clients, the same concern always comes up: “Will my money last?” Retirement is supposed to...
When I talk to clients about retirement and financial goals, one thing becomes clear: “financial comfort” isn’t a fixed number....
Why Withdrawal Rates Matter in Retirement Planning One of the most important questions retirees face is simple: How much can...
Coordinating Social Security benefits isn’t just about choosing when to claim it’s about creating a household strategy that maximizes income...
Roth conversions are one of the most powerful retirement strategies available but only if you execute them at the right...
Earning a high income doesn’t automatically translate into wealth. In fact, many high earners live paycheck to paycheck because of...
Retirement isn’t just about reaching a savings goal it’s about managing the risks that could derail even the best-laid plans....
Most people think they own their retirement accounts—but the truth is, the IRS owns a big piece of them too....
