Author

Author: David Sizemore

Piggy Bank Saving

The Retirement Paradox: Why Careful Savers Struggle to Spend

By David Sizemore

You spent 40 years building the nest egg. Here’s why letting yourself use it is the harder skill — and how a plan gives you permission. I see it all the time. Someone walks in who did everything right — saved for decades, lived below their means, built a portfolio that comfortably supports the life they want.

Born After 1990? Here’s Your 10-Point Guide to Investing

By David Sizemore

If you were born in the 1990s, chances are you have a pretty busy life with mounting financial responsibilities. Maybe you have student loans, a mortgage or possibly even young children to care for.

14 Questions For Joining Finances With Your Significant Other

By David Sizemore

Much like figuring out where you’ll eventually settle or if children or pets are in your future, determining if, how, or when you’ll merge your finances is something that newer couples need to address.

Long-term Care Insurance: What to Know to Help Protect Your Wealth (Part Two)

By David Sizemore

Retirement can offer the reward of leisure time for a career well spent. Vacations at the beach with family, trips abroad, and even naps in a shady hammock. These are all parts of the dream of retirement that many people have.

Are you retirement ready cover

Not Your (Grand)Parents’ Retirement: How Retirement Planning Has Changed

By David Sizemore

Retirement planning has changed tremendously in the past several decades. In your parents’ or grandparents’ day, your average professional relied on a pension that was set up by their employer as well as Social Security benefits for their retirement.