Webinar: Navigating Elder Care
Healthcare expenses, long-term care, family dynamics — caring for an aging parent is complex. Making the right financial decisions now may make life easier for everyone.
Webinar: Creating Your Paycheck in Retirement
Category: Financial Planning » Retirement Planning
Joe Bantz and Jason Brown discuss strategies for tapping into your portfolio during retirement.
Webinar Replay: Secure Act Q&A
Category: Financial Planning » Retirement Planning
Kent Kramer and Zach Dalluge answer some important questions about the Setting Every Community Up For Retirement Enhancement Act (SECURE Act) of 2019.
Uncle Sam Wants His Money
Category: Financial Planning » Cashflow
Three Ways to Make Saving Automatic
Category: Financial Planning » Retirement Planning
Here are some ideas and tools you can use to help make your saving automatic, the biggest key to growing your savings.
Three Categories of Risk for Retirement Income
Category: Financial Planning » Retirement Planning
Risks can often feel much different to retirees. The overarching risk for retirees is that something takes place that results in a permanently lower standard of living. Retirement researcher, Wade Pfau, has identified three major categories of risk for one’s income in retirement.
Things You Can Do Today to Be Ready for Retirement
Category: Financial Planning » Retirement Planning
We often see a lot in the news about how many people aren’t prepared for retirement. But saving for retirement in a 401k doesn’t have to be scary or complicated.
Thermostats and Peanut Butter Jars
Category: Financial Planning » Retirement Planning
“Scrape the bottom of the peanut butter jar,” in order to set yourself, your family, and others up for future happiness.
Uncle Sam Wants His Money
Category: Financial Planning » Cashflow
Three Ways to Make Saving Automatic
Category: Financial Planning » Retirement Planning
Here are some ideas and tools you can use to help make your saving automatic, the biggest key to growing your savings.
Three Categories of Risk for Retirement Income
Category: Financial Planning » Retirement Planning
Risks can often feel much different to retirees. The overarching risk for retirees is that something takes place that results in a permanently lower standard of living. Retirement researcher, Wade Pfau, has identified three major categories of risk for one’s income in retirement.
Things You Can Do Today to Be Ready for Retirement
Category: Financial Planning » Retirement Planning
We often see a lot in the news about how many people aren’t prepared for retirement. But saving for retirement in a 401k doesn’t have to be scary or complicated.
Thermostats and Peanut Butter Jars
Category: Financial Planning » Retirement Planning
“Scrape the bottom of the peanut butter jar,” in order to set yourself, your family, and others up for future happiness.
The Three To-Do’s in the Fourth Quarter
Category: Financial Planning » Retirement Planning
The beginning of the fourth quarter is a great time to check-in on your finances and make sure you consider planning opportunities before the end of the calendar year. Read this blog to see my top three priorities when it comes to fourth quarter planning.
The Power of Delegation for Executives
Are you making the most of the rewards for your hard work? Your organization benefits from your time, effort, and management skills, but does your family get the most from all that effort?
The Once a Year Approach to Looking at Investments
Category: Financial Planning » Retirement Planning
Last year was a very up and down year in the market. That’s not abnormal. In fact, it’s what happens most years. December 12 was the only time last year that I looked at the numbers. In not looking at the numbers throughout the year, I not only minimized worry, but also created the opportunity for a happy surprise.
The Invisible Tax
Category: Financial Planning » Retirement Planning
One of the things married couples often do not consider in their planning is what I like to call the “Invisible Tax.”
The Four Uses of Money
Category: Financial Planning » Retirement Planning
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.