When I talk to clients about retirement and financial goals, one thing becomes clear: “financial comfort” isn’t a fixed number....
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.
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....
For many retirees, the biggest challenge isn’t poverty or immense wealth it’s being stuck in the middle. Middle-income retirees often...
When most people imagine “wealthy retirees,” they picture doctors, lawyers, or executives cruising into retirement with millions in the bank....
Retirement isn’t just about leaving your job it’s about stepping into a brand-new chapter of life. And the first 12...
America is in the middle of the largest retirement surge in its history and it’s creating ripple effects that millennials...
For years, financial headlines have pushed the idea that you need at least a million dollars to retire comfortably. But...
When most people talk about net worth, they think of homes, retirement accounts, and investment portfolios. But one of the...
If you’re approaching age 73 or older, Required Minimum Distributions (RMDs) are critical to your retirement planning. The IRS requires...
When it comes to retirement planning, Social Security is one of the most debated and misunderstood pieces of the puzzle....
