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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 […]
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 […]
February 7, 2020

The rear view mirror is not a planning tool, be proactive… Aesop on Finances – Part One

As a financial advisor, I get a lot of questions. Some people ask me if it’s a good time to invest in the markets, or if they should be sticking their money under a mattress. Others ask me about the economy. A few ask me about specific investments. But the most common question I get is probably the best. “What,” they ask, “is the number one tip you can give me?” So here’s my answer: Precautions are useless after a crisis! You’re probably wondering what I mean. It’s simple. When’s the worst time to buy a home-security system? After a […]
January 30, 2020

Wuhan Flu has markets on edge but…

By now, you’ve probably heard about the coronavirus outbreak in the Chinese city of Wuhan. As of this writing, there have been about 2,900 confirmed cases, with over 80 deaths.1 Most cases have been within China itself, but the virus has spread to a small number of individuals in over fifteen countries. As you can imagine, the outbreak has put global markets on edge. On Monday, the Dow dropped over 450 points due to concerns about the virus’s spread.2 While there’s no reason to be alarmed, this is a good opportunity to remind ourselves why taking a longer view is […]
November 27, 2019

The “Good Family” Blessing… Happy Thanksgiving!!!

The “Good Family” Blessing It has become common practice to refer to our Thanksgiving holiday as “Turkey Day.” For some people, that name is truly accurate. Not only is it mildly amusing, but if you don’t believe there’s any power beyond yourself that you ought to be thanking, it’s also more honest. If you’re a skeptic, being honest about it is good. When it comes to Thanksgiving, I’m not among the skeptics. So, I’d like to share with you a daily meal blessing that’s been used by four generations of a family I know named Good. You might want to […]