How to Have a Happy Retirement

How to Have a Happy Retirement

Over the years, I have worked with many clients in their transition to retirement.  It can be a joyous, amazing occasion as they leave one part of their lives behind to embark on another.  Or, frankly, it can be a difficult change, a change forced on them through...
Retirement: Redefining Your 9 to 5

Retirement: Redefining Your 9 to 5

By Kara Harmon, Professional Consultant As Family CFO’s, we have the privilege of assisting clients as they transition into retirement. After years of saving, investing and planning, it’s time for clients to enjoy the desired lifestyle they have worked so...

The Social Security Issue

Those of us who saw headlines last week surrounding the release of the 2009 Annual Report of the Board of Trustees of the Federal Old-Age and Survivors Insurance and Federal Disability Insurance Trust Funds (status of Social Security and Medicare) saw a date that most...