Retirement

August 12, 2019

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, depending on age, lifestyle preferences, and personality. Retirement is 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 […]
August 6, 2019

Women and finance: Staying involved

In 1809, Mary Kies became the first American woman to hold a U.S. patent in her own name for her original way to weave straw with silk.    In 1825, Rebecca Lukens became the first female CEO of an industrial company in the United States, and was inducted into the National Business Hall of Fame in 1994.    In 1839, Mississippi passed the Married Women’s Property Act, which gradually strengthened women’s claims to ownership and financial independence.    Just think, this was all before women were even allowed to vote!    Women have been more than involved in business and […]
August 12, 2019

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, depending on age, lifestyle preferences, and personality. Retirement is 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 […]
July 1, 2019

Providing for your pet: An estate plan for Fido

When you are sitting around your dinner table, having tough conversations about your legacy, your children’s future, and how to plan for what’s ahead, don’t forget about the ball of fur at your feet, waiting for the next crumb to drop! 68% of U.S. households have a pet, and as pet owners ourselves, we understand that a dog, bird, or even a herd of cats, are considered part of the family! No matter how many things Fido chews up, you love him all the same. So what does Fido’s future look like when you’re gone? Include your pet in your […]
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, […]