by Kathe | Feb 6, 2017 | Blog
Occasionally I’ll have a client ask me whether a name should be changed with Social Security. This is a good question. Whether you’ve recently gotten married or divorced, you might have changed your name. There are other times when you might have changed your name as...
by Kathe | Feb 1, 2017 | Blog2
When I first started my financial planning career in 1990, a million dollars seemed like a million miles away. Of course now that I’m older and have been saving since I was in my twenties, I have first hand knowledge that it CAN be done. You just have to understand...
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