By Graham Ewing, CFP®, MBA, Director of Financial Planning Standards A couple came to our office not long ago with a straightforward goal: make sure they were ready to retire. The husband was considering retiring soon, the wife planned to…
Most couples have one spouse who handles the finances. And for years, maybe decades, that works just fine. Until it doesn't. When the financially savvy spouse passes away, the surviving spouse is often left with scattered accounts, unknown passwords, and…
"Can I retire?" Here's why we can't answer that by just looking at your account balance. Your retirement is personal. What you want to do, where you want to live, who you want to help—all that matters just as much…