Happy September!
It’s countdown time to the wedding! Dave Proulx and I are getting married on October 22nd ! Yay!
Since I am both a CFP® and a Certified Divorce Financial Analyst™, you can imagine the conversations that have been going on about money between us! Yes, we have done a pre-nuptial agreement, and yes, it was more difficult than I thought. Those conversations always are, but in our stage of life, with existing assets, incomes and businesses, and with grown children on both sides, we wanted to make sure things are clear about current and future intentions. We will update our Estate Plans after the marriage takes place. Dave is fabulous with cash flow management, and so we have saved for this event each month – a long engagement does help! Turning 60 before the big event – preserves my late husband’s Social Security benefit for me. (Another planning decision!)
Enjoy the September Newsletter!
Pam
Contents include:
:: Quiz: Test Your Interest Rate Knowledge
:: How to Get a Bigger Social Security Retirement Benefit
:: Five Things to Know About Inherited IRAs
:: Should I pay off my student loans early or contribute to my workplace 401(k)?
:: Can I make charitable contributions from my IRA in 2016?
Read and download Pam’s September 2016 Newsletter here>>
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