Planning

June 17, 2022

To the inventors of the “dad joke”, we salute you! Happy Father’s Day!

Every Father’s Day, we celebrate our dads. We recognize all the things they do for us. We recognize the example they set through their work ethic, their character, their strength, their patience, and their love. In short, we celebrate the best qualities that dads have to offer. But are we leaving something out? Are we forgetting to appreciate the most revered, time-honored aspect of all time? We’re referring to, of course, The Dad Joke. Dad Jokes, as you know, fall under the “so bad it’s good” category of humor, a much-beloved tradition of dads everywhere. So, in honor of Father’s […]
June 2, 2022

Remember and Honor

When you were young, you may have asked your parents why we observe Memorial Day. While some people use it as a chance to throw a backyard BBQ, others take the time to visit cemeteries, pour over old photographs, or read the stories of those who died serving our country. “But why?” It seems like such a sad holiday. Why do we do it? We’d like to show you something you’ll never forget. It’s a speech given by President Dwight Eisenhower – and if there’s any president who understood the “why” of Memorial Day, it was surely Ike. It’s an […]
September 8, 2021

Have You Ever Thought of Selling Your Business?

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

What To Do in Retirement and Why it Matters

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

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. 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 […]
July 20, 2021

Can You Ask Better Questions?

Do I have enough? As you approach making work optional, you begin to dwell on this question. Have I saved enough? Do I have enough? It’s certainly a subjective question because what’s enough for me may not be enough for you. It all depends on how much it costs to live the life you want to live and how you are going to live when work is optional for you. But more than asking this question, I’d propose you ask yourself a second and third question: Do I have enough to do? Have I had enough? Do I have enough […]