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June 17, 2021

How to Be Happier in Your Retirement

It’s not all about the money. Yes, money is important, but the quality of life determines how happy you are when you’re retired. Here are some things you can start doing today to prepare for a happier retirement. Zig Ziglar once said, “Money isn’t everything, but it sure ranks right up there with oxygen.” While having more money than you need in retirement is comforting, more and more of the 80+ million boomers that are marching into being work-optional are realizing that it’s not all about money.  This report will highlight eight areas that you can target to have a […]
June 17, 2021

Are You Between Your 50th Birthday and Becoming Work Optional?

Are you between your 50th birthday and work being optional? If so, keep reading to learn about my offer of something priceless to you, for nothing. If not, pass this information along to someone you know. It’s that important. In America today, there are millions of people between their 50th birthday and making work optional. Most of the money these people have saved (and will save over the next five, ten, or fifteen years) is going to be directed into retirement investment accounts. This may well become the most money they’ve ever accumulated in their lives. Chances are you are […]
March 12, 2020

Investment Strategy vs. Managing Investments… Aesop on Finance – Part Five

When it comes to investing, almost everyone would agree that it is smart to have an investment strategy. Using a strategy, as opposed to “just winging it” or “going with your gut”, can help prevent you from making decisions based on emotions or snap judgments. That’s important, because emotional decisions can cause people to experience more volatility and take on more risk than they can afford. That is why I always ask prospective clients, “What’s your investment strategy?” Some people blink and admit they don’t have one. Others just shrug and say, “A little of this, a little of that.” […]
March 5, 2020

Don’t let greed burden you… Aesop on Finance – Part 4

Need vs. Greed Recently, I’ve been thinking about investing. “What’s so special about that?” you’re probably wondering. After all, I am a financial advisor, so it’s my job to think about investing. But lately, my thoughts have taken on a slight twist. “Why do we invest at all?” is the question I’ve been pondering. It’s a question all investors should be asking themselves. Generally speaking, there are two broad reasons why people invest their hard-earned money. The first reason: simply because they want more of it. Some people want as much money as possible and figure investing is the best […]
February 20, 2020

Acting on impulse?… Aesop on Finance – Part Two

Ever notice how much human beings act on impulse? Advertising companies sure do. So do car dealerships, banks, and your local gym. Every time you go to the checkout counter at a grocery store, the strategically-placed candy bars and tabloid magazines are practically crying out: “Buy me!  Buy me!”… even though five minutes before, you neither needed nor wanted them. Pay attention next time you watch TV, or go to a store, or open your mail. Entire industries are built on capturing the human impulse. Most of the time these impulses are harmless enough, but the worst of them can […]
February 13, 2020

Operation Valentine

Operation Valentine  To some people, the practice of exchanging valentines is great for children in elementary school, but it’s hardly something for adults.  Right? Well, one of the toughest, most resilient men you’ll ever meet doesn’t think that valentines are silly. And he should know – after all, he just received over 20,000 of them.1 The Oldest Marine Major Bill White is a 104-year-old veteran of World War II, and perhaps the oldest Marine alive.1  He’s a Purple Heart recipient who fought at Iwo Jima, and later served in the Korean War as well.  These days, Major White lives in […]