30 Mar 2022
0 Comments529 plans for grandchildren
A client of mine recently reached out about whether or not to fund a 529 plan for his More
Laura I. Rotter
About Laura I. Rotter
Posts by Laura I. Rotter:
16 Dec 2020
0 Commentsready to retire?
“What is the burning issue that prompted you to call me?” That’s the first question I ask people More
21 Sep 2020
0 Commentsreinventing retirement
Society would have us believe that as we age into our 60s, we should be at or close to retirement, that our More
17 Jul 2020
0 Commentssafeguarding your retirement
You’ve been planning for this for years: the ability to retire. You’ve saved diligently, discussed the transition More
21 Jun 2019
0 Commentswhy not to pay down your mortgage
Susan and Bob came to my office to discuss their financial situation. They proudly announced, More
9 Dec 2018
0 Commentsrental car insurance?
You’re planning that long-awaited, well-deserved vacation. You’ve researched the itinerary, More
14 May 2018
0 Commentsbuy or lease your next car?
Perhaps you’re finding yourself in a situation similar to mine. My bright orangeMore
3 Feb 2023
0 Commentsnot your parents’ retirement
Once upon a time, we worked for the same company for 40 years and retired with a gold watch at 65. We were expected to live another five years, financing this remaining time with a combination of social security and a pension from our employer. More