It’s time to celebrate! Between being named as an InvestmentNews 40 Under 40 list, and Afflora Financial Life Planning's 2nd birthday, I’m over the moon. I’m incredibly blessed, and grateful to all of my clients and readers who have helped me get here.

Social Security is a key part of retirement income for those who are eligible for a benefit. Deciding when is the right time to claim your benefit can be overwhelming. Here are some factors to consider.

Regardless of why you are seeking the advice of a financial advisor, make sure that you do your homework and avoid these mistakes when selecting an advisor for you and your family. Selecting the right financial advisor can be the start of a rewarding experience for both your finances and the quality of your life. Selecting the wrong advisor can be frustrating and costly to you.

If you’re vested in a pension or defined benefit plan, you may be receiving a large portion of your retirement income from your pension payout. But which payout option works best for you and your financial goals?

THE REALITY IS...NOT ALL FINANCIAL ADVISORS ARE CREATED EQUAL. If you are like most people, you're probably confused by the long list of advisor titles. That's not to mention trying to sort out the alphabet soup of credentials after the person's name.

After you retire or leave a job, you have to decide what to do with your 401(k) from your previous employer. Here's a guide on options available, along with the pros and cons of each.

Estate planning can be challenging. Make sure you avoid these nine big mistakes that many people make!

If you’re like most people, it's easy to get in the habit of hoarding tax documents with the rationale that maybe, someday, you might need them again. But if you're looking to get your financial house in order, be smart about what you keep - not all of it needs to follow you to the grave.

Retiring before your eligible for Medicare can leave early retirees scrambling to find quality health care coverage that doesn't break the bank.

Over the last few years we’ve heard about the financial difficulties facing many public and private pension plans. Here’s what you need to know about your pension’s safety as well as considerations before taking your pension.

Money can’t buy happiness. We’ve all been told this at some point in our lives. It’s an adage that’s intended to guide us toward aspects of our life that aren’t material. However, I don’t believe that this age-old notion holds true as a universal rule.

Whether or not long-term care insurance is a good fit for your unique situation is worth a little bit of investigation before purchasing a policy.

Divorced? Don't rule out Social Security spousal benefits if your marriage lasted 10 years or longer. Here's what you need to know about Social Security rules surrounding divorce.

Checking your portfolio too frequently can have some unfortunate side effects. Logging in too often can cause you to make emotional investment decisions, and it can take a serious toll on your mental health.

Filling out a bracket for the NCAA tournament is an annual tradition for college basketball fans. Here's four lessons from March Madness that apply to the world of investing.

Did you catch a mistake on your tax return after you filed? Don’t worry! By filing an amended tax return, you can correct filing errors and keep yourself in good standing with the IRS.

Living a happy and fulfilling retirement is about so much more than whether or not you have enough money to live off of.

Many employers offer the opportunity for employees to invest in their company stock through their 401(k). Unfortunately, knowingly or unknowingly, it's not uncommon for employees to have a high concentration of their employer’s stock in their retirement accounts. This creates the question – how much company stock should I have in my 401(k)?

Should I contribute to a Roth IRA or a Traditional IRA? What's the difference and which is better for me?

Investing in the stock market is a lot like flying on a plane. There will be turbulence sometimes, but it’s not the end of the world. During market drops, it’s important to keep your destination in mind, breathe deeply, and trust your pilot to guide you through the storm.