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"No Rules Retirement: A New Way of Thinking
About Your Future"
Meet Emilie…
I am a wife and a mom to three kids. With almost two decades of financial planning experience behind me, my financial tool-kit is well-stocked. Using these tools in real-life (mine and my clients') is an invigorating challenge! My goal is to share practical, inspiring financial insights with you. Welcome!Learn more about…
Category Archives: Health Care
Personal Retirement Planning Should Include Wellness Planning
Healthy living is not just a fad; is not just something to do to feel better now. Unexpected health care costs can have devastating effects on your retirement, regardless of how diligently you’ve prepared yourself. When you ask yourself the … Continue reading
Posted in Financial Plan, Health Care, Investments
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Maximum Benefits
It’s open enrollment season for employee benefits. To maximize your benefits, review your health, life, disability, pre-tax savings plans and retirement account options carefully. Use this checklist from the Financial Planning Association for tips on selecting benefit options. In particular, … Continue reading
Posted in Employee Benefits, Health Care, Life Insurance
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