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Life Values Financial

Aligning Your Future With Your Values

 

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

 

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What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

What Is My Life Expectancy?

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.