We met with a new client recently and looked at a snapshot of their financial situation. One of the things we noticed was their outstanding debt, including credit cards and car loans. The client wanted to take about $40,000 t0 $50,000 out of their 401k and take a financial hit in order to pay down that debt. Is that a good idea? We’ll share what advice we gave them and how you can handle a similar situation.
Many couples look to relocate or downsize in retirement. Relocating can be beneficial, but it presents questions you’ll need to answer before you move.
This time of year, we tend to discuss the attitude of gratitude. In the spirit of the season, we want to take time to be thankful.
Retiring early is a tempting goal, but it’s not without complications. Matt offers insight into overcoming the challenges presented by an early retirement.
Matt explains how to get the most out of your credit card purchases and apply your rewards toward traveling and other big ticket items.
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