Retirement

April 15, 2018

Paid to Think

David Rock, in his book Quiet Leadership: Six Steps to Transforming Performance at Work, shares the secrets he’s learned to become a fantastic leader.  And this doesn’t imply that as a “leader” you own the business, it implies that you work with people.  That you lead people; a group, a team, a division, a company, or a project.  This book is for those times when you are called to lead.  (And if you are a Mom, Dad, Wife, or Husband, then you are a leader by default! 🙂 In today’s world, more people are paid for their brains, not brawn.  As […]
April 14, 2018

The USA vs China & the World

If you just listen to all the hype about China. You’d be convinced they are going to take over the world. There’s so much talk today about their incredible growth rate and the power of their economy; we may forget just how good we are doing in the US. Yes, it is amazing how quickly the Chinese government has forced their growth pattern. They’ve literally flooded millions of people from their hometowns with the Three Gorges project and forced them to move to the city. They are relocating 250 million people, according to a NY Times report, from the countryside to the city, […]
July 26, 2016

Make Retirement Great Again

It Is Our Goal At True To Make Retirement Great Again As an advisor in the greatest country in the world, I’m blessed to work with fantastic clients. They have long aspired to a work-optional lifestyle. Some chose to work part-time or volunteer for incredible causes. But most are fully retired traveling the country, hiking, biking, enjoying family and grandkids, attending sporting events, pursuing hobbies, boating, skiing…the list goes on and on. Very Few Investors Inherited Their Wealth Was it pure luck that landed these clients in such a great spot? I can tell you with 100% confidence that all of […]
April 22, 2016

Time to Retire?

When was the last time you set out to create a financial plan or heaven forbid, a comprehensive wealth management plan focused on your retirement? How many pages were created to help you to better analyze your picture of retirement? 75, 100, even 200 pages. I don’t know about you, but that many pages doesn’t get many people excited about retirement planning! In fact, if you are like most people, 93%1 don’t have a written financial plan anyway! Usually because of one of two reasons, everything changes, so why plan in so much detail; or the task seems too daunting, […]