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Blog

Woman in a suit holding a piece of paper. She is in an office setting.
Michael Whitman | Nov 13, 2023

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
Read More
Grandmother and granddaughter knitting together
Michael Whitman | Nov 9, 2023

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
Read More
An exit sign in a modern office building
Michael Whitman | Nov 6, 2023

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
Read More
An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Michael Whitman | Nov 2, 2023

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
Read More
A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Michael Whitman | Oct 30, 2023

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Couple walking in a field with the ocean in the background
Michael Whitman | Oct 26, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
Read More
A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Michael Whitman | Oct 23, 2023

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Michael Whitman | Oct 19, 2023

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
Read More
A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Michael Whitman | Oct 16, 2023

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Set of keys beside miniature house
Michael Whitman | Oct 12, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
Read More
Professionally dressed man and woman looking at a tablet
Michael Whitman | Oct 9, 2023

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
Read More
Hands holding a small wrapped present
Michael Whitman | Oct 5, 2023

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
Read More

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