Second marriages often bring with them a renewed optimism for the future. After all, you’re getting a second chance at a “happily ever after” and this time you have the benefit of more life experience and wisdom.

You likely also have a significantly more complex financial life than you did going into your first marriage. This means you and your partner must be thoughtful and savvy about how you will manage your finances. Use the seven steps below to help you navigate the process and ensure you

Who doesn't love second chances? Second marriages often bring with them a renewed optimism for the future. After all, you're getting a second chance at “happily ever after.” The best part is that now you have the benefit of more life experience and wisdom.

On the other hand, you're likely to have a significantly more complex financial life than you did going into your first marriage. This means you and your partner must be thoughtful and savvy about how you will manage your finances.

The

Estate planning is all about the disposition of your assets and, for many people, this involves determining how to divide assets among heirs. What happens, though, when you don’t have a spouse or children, or other obvious heirs to your estate? Unfortunately, many people in this situation don’t feel it’s necessary to plan where their assets will go, which makes it more likely that their money will end up somewhere they wouldn’t choose – namely, the state. For this reason, it’s always prudent to

On paper, retiring at the same time as your spouse sounds like a no-brainer! If you both retire together, then you would be free to travel the world, take up some new hobbies, and spend more quality time together as a couple. Chances are that you’ve not been able to enjoy these luxuries much over the past 20, 30, or more years. This is because, by the time we are nearing retirement, we have only recently said our goodbyes to our youngest child, and spouses have seen little of each other as

Recent world events have made it clearer than ever that it’s imperative to have a long-term financial strategy that allows you to weather volatile economic times. The Roth IRA is a popular tax-minimizing strategy, as it allows for tax-free growth and withdrawals in retirement, and many people make it part of their long-term financial plan. Unfortunately, high-income earners are either limited or ineligible when it comes to Roth contributions. At the moment, that means single individuals with

In the story of Alice in Wonderland, Alice arrives at a fork in the road and wonders aloud which road to take. A smiling Cheshire Cat appears and asks her what her destination is, to which she replies, “I don’t know.” The toothy cat then proffers the only possible response, “Well, then it doesn’t matter.”

While it’s not the type of exchange that might actually occur in our lives, it should, especially as we consider our financial future. For many people, who have yet to clearly define their

You may be working with a financial advisor and wonder what you should expect from your financial advisor. You may be someone who is thinking of hiring a financial advisor as your financial picture becomes more complex and you really want to have an expert in your corner to help you better plan for your financial future. I’ve put together a list of expectations that I believe are important to consider when choosing or evaluating a financial advisor.

Do you ever feel like your finances just aren’t running on all cylinders? Setting definitive financial goals will help you stay on track, weather unexpected expenses, and gain peace of mind for your later years.

Today, I’d like to offer six goals that can help you get on track – and stay there – so you can own your financial future.

As human beings, we are hard-wired to be reluctant to change. We prefer the familiar, the predictable, the strategy that gives us the long view. Sometimes, though, we begin to feel the overwhelming urge to make a career change. Many people ignore the nagging feeling because it’s easier to maintain the status quo than embark on a transition that may be overwhelming or stressful. For those who choose to pursue a career pivot bravely, there can be opportunity and fulfillment waiting on the other