The probate process can be complex and confusing for grieving families. As the personal representative or executor of an estate, you need to know who pays the probate lawyer fees and other costs. I’m here to offer clear, accessible information to help you make informed decisions. Probate refers to the court-supervised legal process for transferring … Read more
Have you ever wondered if everyone gets the same amount of Social Security when they retire? Maybe your coworker mentioned something about everyone getting $5,100 per month at age 70? Or perhaps you’ve heard that benefits are calculated the same for everyone? Well I’ve got news for ya – it’s absolutely not true! Social Security … Read more
You’re not the only one who worries that your $500,000 retirement nest egg might not be enough. With all the news about how you need a million dollars (or more!) to retire, it’s easy to feel stressed. The good news is that you can retire comfortably with $500,000. If you plan well, you can do … Read more
Have you ever wondered if naming someone as a beneficiary means they automatically get all your stuff when you’re gone? Well, you’re not alone in this confusion. This is one of those questions that seems simple but actually has a pretty complicated answer. In my years of helping folks understand estate planning, I’ve seen this … Read more
Happy National Teach Children to Save Day! With high school and college students’ summer job season coming up quickly, now is a great time to teach your little ones about the benefits of saving money in a Roth IRA. While the notion of retirement seems unfathomable to anyone under forty, investing in a Roth IRA … Read more
It’s not hard to understand why Roth IRAs are popular – who wouldn’t want to build up a savings account that can provide tax-free income during retirement? But contributing to a Roth can be difficult to do as it requires compensation income, and total income that falls under a certain threshold. Fortunately, there is a … Read more
So you want to know if your spouse who doesn’t work can still save for retirement through a Roth IRA? The good news is that they can! They can build their retirement nest egg with something called a “spousal IRA.” “. As someone who has helped many couples save the most for retirement, I can … Read more
Most of the time, saving for retirement is best done in later years. However, some 401(k) plans let you take money out early if you have a qualifying financial hardship. Here’s an overview of 401(k) hardship withdrawals, including how they work and what qualifies as a hardship. Understanding Hardship Withdrawals in 2025: Documentation Requirements Made … Read more
If you’re old enough to get the Age Pension, you should have some cash saved up and hopefully a good amount in super to see you through retirement. But you probably don’t want to be digging into your savings regularly. If eligible, the Age Pension could help you stretch your savings for longer after you … Read more
It’s possible to have many IRAs, but the most money you can put into all of them at once is limited. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain actions on our website or click to take an action on their … Read more