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 Tips to Help Set Yourself up for Retirement
Category: Financial Planning » Retirement Planning
Retirement. It’s something everyone thinks about at some point in their lives. When I see or hear about the people who have retired most effectively, three themes stick out to me. Let’s dive into them.
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 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 Magic of Writing a Letter
Category: Financial Planning » Behavioral Finance
How the magic of writing a letter could help convey your intentions to a beneficiary.
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.
Starting Off on the Right Foot
Category: Financial Planning » Retirement Planning
Starting off life after school on the right foot financially is important. A good financial advisor can make all the difference.
Spring Training Thoughts for Your Portfolio
While the impact of each may not be dramatic on their own, collectively they add up and represent the things we do to incrementally add value to our clients.
Spring Clean Your Financial Plan
Category: Financial Planning » Retirement Planning
You can’t have spring without spring cleaning. As you tackle your home, yard, and other spaces this year, your financial plan might also need to be spruced up. Here are a few tips to clean up your financial plan this spring.
Spending That Can Wreck Retirement
Category: Financial Planning » Retirement Planning
In more than a decade of working with clients, I’ve discovered that one thing tends to do more damage to financial plans than any other.