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April 13, 2022

Spring is in the air…

Spring is in the air and that means it’s time for spring cleaning. But wait! Before you pick up that dustpan, we would love for you to give a thought to your financial spring cleaning first. What do finances and spring cleaning have to do with each other? If you’re preparing for retirement, the answer is “A lot!” These days, ‘spring cleaning’ is often used as a metaphor for “getting your affairs in order”. As you can imagine, getting your retirement affairs in order is critical if you intend to retire when and how you want. There are many things […]
December 23, 2021

Investing in 2022: Trends to Watch

Today is a fascinating time for investors. Covid and the omicron variant are continuing to wreak havoc on public health, the labor market, the supply chain, and beyond. The world is driving toward cleaner energy. Big technology is bigger than ever. Inflation and rising prices are going strong. In this article, we’ll cover what we consider to be the top three trends to watch as we enter 2022 and our second calendar year of the pandemic.   Big Tech & Cryptocurrency According to CNBC in April 2021, investors put more money into stocks in the preceding five months than in […]
September 8, 2021

Top Reasons For Business Success

There’s enough negativity in this world. From social media to newspapers to TV, haters and critics abound. As I read a recent list from Entrepreneur Magazine and Yahoo! about the top reasons for business failure, I decided to write a list on the top reasons for business success by today’s fantastic entrepreneurs. Take these with a grain of salt – they are all my opinions after 27 years in the business world. Purpose and Direction. Business owners who are clear on their purpose and why their company exists are better communicators with their team and their clients. They tend to […]
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 […]
June 17, 2021

The Most Common Retirement Mistakes and How to Avoid Them

These days, planning to retire —or as we like to call it, making work optional— isn’t a luxury; it’s a necessity. Making work optional has become too complex to just pick a day and stop showing up to work. And it’s more than complex— it is also expensive. You have to factor in expenses, taxes, and other spending. There are many ways to pay for it, but which ways are the best ways? How much do you need to save? How should you invest?   Many pre-retirees don’t know the answers to these questions. As a result, there are several common […]
August 13, 2020

Making Fantastic Lemonade from Covid’s Lemons

You are living through, and surviving, one of the most tumultuous times in World History. Your schedule has been upended. The amount of change you are experiencing in your life is most likely at it’s peak. Many of you, or someone you know, has likely experienced a huge career impact. Vacations have been uprooted and re-booked some time in the future. The way kids experience school is completely changing. We have no sports. You get the gist. It’s easy to focus on the negative. Let’s spin this puppy around and find the upside. The amount of increased family time has been incredible for many […]