Category: Retirement
Tips on Social Security
March 3rd, 2021
Did you know that 178 million Americans are taxed through work, and that Social Security provides monthly benefits to more than 69 million Americans? Social Security has been one of the most successful federal programs, providing a strong economic foundation to millions of...
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COVID-19 and the Holiday Season
December 7th, 2020
COVID-19 and the Holiday Season
“The most wonderful time of the year” is upon us but, for many, the holidays can be hard. This year, due to the pandemic, it’s even more likely than usual for families to be grieving a loss, experiencing anxiety and depression, or...
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What is "The Rule of 72"?
November 17th, 2020
Have you ever wondered how long before money doubles or what the true cost of a credit card that charges 25% annually is?
I have the tool for you, and it’s called “The Rule of 72”.
The Rule of 72 is a simple way to determine...
A Tale of Two Houses
November 10th, 2020
A Tale of Two Households
Having met with many clients over the years it’s interesting to see how each of them budgets, saves, and invests their money. What’s even more revealing, as seen in the example below, is how much more a family can...
How Much is a Livable Wage?
October 26th, 2020
How much money do you need to earn for a livable wage? The short answer- it depends on the area of the country that you live in. If you live in San Francisco, you’d need $46.74 per hour or $97,219 annually for a single parent with two children.* In Portland, $35.53 an hour...