A Sailboat and a Plan

A Sailboat and a Plan

Several years ago, my client Melissa (names and some details have been changed to protect confidentiality) called me with a question: Can I afford to buy a sailboat? Melissa had done all the research.  She went to a boat show and identified the specific model...
How Much Should I Save For Retirement?

How Much Should I Save For Retirement?

According to a recent poll by Northwestern Mutual (https://www.cnbc.com/2018/05/15/how-much-americans-have-saved-for-retirement.html), which surveyed 2,003 adults as part of their 2018 Planning & Progress Survey, 21% of Americans polled have nothing saved for...