Opportunity Valley
Stuff I’ve Learned
Stop Doing That!
Money Can’t Buy Happiness, or Can It
What to Do with Your College Expenses Refund Check
Positive Planning Opportunities in a Negative Market
Strangely, a down market and the response of the government to it has created potential planning opportunities that wouldn’t have otherwise been there.
Why I Try Not to Pay Attention to the News
While I don’t think this approach is for everyone, I do think many of us would benefit from making some of these decisions.
Webinar: Creating Your Paycheck in Retirement
Joe Bantz and Jason Brown discuss strategies for tapping into your portfolio during retirement.
Savings Ho!
It has been eight years, but the memories are still fresh! My wife and I loaded our four daughters into our Dodge Grand Caravan and headed west for our long-anticipated “Westward Ho!” journey. As we crossed the great plains into the Rockies and traversed the high desert of New Mexico into the arid Arizona desert, we laughed, fought, slept, played games, and created incredible memories.
Give. Laugh. Love.
Legacy is a strange topic. We all think about it, but it means something different to everybody. How do you want to be remembered?
What is your Legacy?
We create a legacy through a long series of intentional choices. Discussing things that are more important than investment returns and account allocations, leaning into the heart of things that really matter and put together a plan to achieve those things.
Planning and Puppies 101
I bought a puppy back in April, and it has been one of the most challenging things of my adult life. Training a new puppy is hard work and takes a lot of intentionality and thought. The same can be said about building a financial plan. I have a few tips that might help others avoid my mistakes.
Biases
Disability Review
Four Ways to Connect with Foster Group
Five Reasons to Consider a Roth IRA Conversion
How the National Debt Affects You
The rising U.S. national debt has been a topic of conversation for many years and 2020 has magnified the focus on this issue.