Investment
November 11, 2022
To you, and especially to all who’ve served our country, Happy Veterans Day! While thinking about the meaning behind the day, we came across an editorial in the Washington Post from a few years back. It was written by a veteran named J. Mark Jackson, who served in the 82nd and 101st Airborne Divisions in Afghanistan in 2009. In the article, he answers the question, “What does it mean to be a veteran?” His answers to the question bring to light the knee-jerk reactions and emotions of what it truly means to be a veteran in the course of daily […]
October 28, 2022
When Halloween rolls around each year, we put out our jack-o-lanterns, spooky yard decorations, and candy – copious amounts of candy. We always like to do a little quality control each year to make sure each type is fresh and tasty for the kids. Sometimes our sampling goes a little too far, but we always make sure there’s plenty of candy left for the neighborhood trick-or-treaters. The subject of candy reminds us of a favorite game we had as kids. You probably had it, too! It’s the time-honored board game, Candy Land®. But who would have thought that the bittersweet […]
September 8, 2021
If you’ve ever thought of selling your business, Smart Planning Helps the Dream Come True! On a trip I took last year, I bravely walked through the San Francisco airport wearing a Chiefs jersey. The looks I got were priceless. There were a few fun shout-outs here and there, but mostly San Fran still seemed a bit sore about losing Super Bowl LIV with an end-of-game flameout. Joe, behind the airport café counter said, “What a great victory for Kansas City and depressing loss for San Francisco — right when the 49ers had victory within their grasp! This is gonna […]
September 1, 2021
It’s finally time to retire. Now what? Do you spend time on the golf course? Are you looking forward to spending your days with your grandchildren? Do you already have a month-long vacation booked to Europe? Retirement looks different for everyone. It largely depends on age, lifestyle preferences, and personality. It’s about freedom and carefree days, right? So why does it matter what you do during retirement? The truth is that the days during your retirement matter just as much as the days preceding it, especially when it comes to your finances. Here are some tips on what you could […]
September 1, 2021
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. Was it pure luck that landed these clients in such a great spot? I can tell you with 100% confidence that all of them are where they are because they envisioned it. They planned to become financially independent years […]