Media Mentions

From a piece about retirement planning for Yahoo! Finance.

“In the first five years of retirement, everyone should be paying close attention to how much they’re actually spending,” said Sandi Martin, a CFP and retirement expert. “First, because how much you need to spend to be comfortable and secure is one of the most important pieces of information you need to avoid running out of money, and second, because spending patterns might change a little — or a lot — after a big life change like retirement.

“Everyone needs a way to check how much they’re spending, compare it to how much they thought they’d spend when they were planning to retire, and put boundaries in place to control spending in areas where it might get out of control.”

Read the rest here.

From a piece in NerdWallet about how often to check your credit card statements (and why):

Martin suggests starting with the simple stuff, which can include returns that didn’t happen, duplicate charges or subscriptions that didn’t get cancelled. “Finding these usually means getting money back, and who doesn’t like that?” she said. 

Read the rest here.