The Roth Conversion Window Between Retirement and RMDs
For many of the households I work with, the lowest-tax years of their adult lives arrive by surprise. They land
Why Is My Account “Low” on Cash? And 4 Other Questions Clients Ask Me
This is part of Across the Table, the series where I answer the questions clients actually ask me, the way
When a Spouse Dies: What Happens to the Survivor’s Taxes
Of all the conversations in my work, the widow’s penalty is one couples most want to skip and the one
The Questions Women Ask Before They Hire Me
This post is part of Across the Table, the series where I answer the questions women actually ask me, the
If Schwab Ever Failed, What Would Happen to Your Money?
There’s a question clients tend to ask quietly, usually near the end of a first or second meeting, often with
5 Questions I Hear Most From Women Getting Close to Retirement
Many women start our first conversation the same way: “I think we’re okay, but how do I know for sure?”
Before It’s an Emergency: Your Senior Living Options in Oregon
Most families meet Oregon’s senior living options on the worst possible day. There’s a fall, a hospital stay, and a
When You Want to Leave Your Kids the Income, Not a Windfall
Some worries never make it into the estate documents. One I hear more often than you might expect goes something
Retiring From Being the Landlord (Without the Tax Bill)
You bought the rental years ago, maybe decades ago. It has been a good investment. It has also been a
Should You Switch Financial Advisors? How to Tell If Yours Is Right for You
Maybe your husband always handled the investment accounts, and now that responsibility has landed with you. Maybe you’ve simply reached