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Previously, in Five Interview Questions to Ask a Financial Planner, I addressed some simple but important questions that should be answered prior to hiring a planner.  After you’ve successfully vetted and found a financial planner, you may be wondering what the financial planning process looks...

Are you considering a search for a financial planner? Different people seek financial planners for different reasons.  Given that individual circumstances differ; care should be taken to find a financial planner that fits your unique needs. For example, an individual with a cancer diagnosis may have...

As back-to-school season quickly approaches, universities and colleges are reeling over uncertain options for getting students back into the classroom safely. While some schools consider remote-only learning and others are forming hybrid schedules, one question remains the same: How are this year’s student loans, academic costs,...

Academic research has given a name to the financial burden of cancer, referred to as financial toxicity.  Given that some form of financial burden often accompanies a cancer diagnosis, exacerbated now by the pandemic, retirement accounts may serve as vital financial lifelines for individuals and...