Women Live Longer- What That Means for Income Planning
On Average, women tend to live longer than men. What does that mean when it comes to retirement planning and income?
How Much Income Do I Need in Retirement? | Financial Perspectives
How much will you really need in retirement? And how do you make it last? This month, Kent Kramer and Marcus Iwig discuss forecasting expenses, managing investments for income, and handling life's curveballs in retirement.
Am I OK? Building Income Safety Into Your Portfolio
Market periods like these have a way of making virtually everyone ask the questions, "Am I okay? Is my financial plan going to survive these latest seismic events?" Kent Kramer looks at historical worst-case scenarios and how they could be used to inform your financial plan.
Chart of the Month – May 2025
When it comes to future performance, you don’t always get what you pay for. Let’s take a closer look.
How to Use the Dollars: Building Your Income Stream
Category: Financial Planning » Behavioral Finance
Retirement is exciting—but having a well-thought-out distribution strategy could help ensure your money lasts. Let’s explore the key considerations for crafting a smart plan that works for you.
Creating Your Paycheck in Retirement
Category: Financial Planning » Cashflow
What’s your plan to create a paycheck in retirement? In this blog, we’ll break down a few key ways to bridge the income gap that retirement can bring.
Harnessing Optimism
Category: Foster Group
Want to live a longer, healthier, and happier life? Research shows that optimism isn’t just wishful thinking—it can be a powerful strategy for resilience and progress. Read to discover why optimism matters and how you can cultivate it in your own life.
What I Learned About Celebrating the Gap
Category: Financial Planning » Behavioral Finance
Success isn’t about perfection—it’s about progress. By celebrating small wins and adapting to life’s changes, we can stay motivated and turn our goals into reality. Read on to discover how shifting your perspective could lead to a more fulfilling journey.
Chart of the Month – April 2025
Are bonds an income generator—or just dead weight? Let’s find out.
Women Live Longer- What That Means for Income Planning
On Average, women tend to live longer than men. What does that mean when it comes to retirement planning and income?
How Much Income Do I Need in Retirement? | Financial Perspectives
How much will you really need in retirement? And how do you make it last? This month, Kent Kramer and Marcus Iwig discuss forecasting expenses, managing investments for income, and handling life's curveballs in retirement.
Am I OK? Building Income Safety Into Your Portfolio
Market periods like these have a way of making virtually everyone ask the questions, "Am I okay? Is my financial plan going to survive these latest seismic events?" Kent Kramer looks at historical worst-case scenarios and how they could be used to inform your financial plan.
Chart of the Month – May 2025
When it comes to future performance, you don’t always get what you pay for. Let’s take a closer look.
How to Use the Dollars: Building Your Income Stream
Category: Financial Planning » Behavioral Finance
Retirement is exciting—but having a well-thought-out distribution strategy could help ensure your money lasts. Let’s explore the key considerations for crafting a smart plan that works for you.
Creating Your Paycheck in Retirement
Category: Financial Planning » Cashflow
What’s your plan to create a paycheck in retirement? In this blog, we’ll break down a few key ways to bridge the income gap that retirement can bring.
Harnessing Optimism
Category: Foster Group
Want to live a longer, healthier, and happier life? Research shows that optimism isn’t just wishful thinking—it can be a powerful strategy for resilience and progress. Read to discover why optimism matters and how you can cultivate it in your own life.
What I Learned About Celebrating the Gap
Category: Financial Planning » Behavioral Finance
Success isn’t about perfection—it’s about progress. By celebrating small wins and adapting to life’s changes, we can stay motivated and turn our goals into reality. Read on to discover how shifting your perspective could lead to a more fulfilling journey.
Chart of the Month – April 2025
Are bonds an income generator—or just dead weight? Let’s find out.
“Am I Ok?” Income Planning & Portfolio Preparedness | Financial Perspectives
Category: Investing » Asset Allocation
Market periods like these have a way of making virtually everyone ask the questions, "Am I okay? Is my financial plan going to survive these latest seismic events?" This week, Kent Kramer looks at historical worst-case scenarios and how they could be used to inform your financial plan.
Generosity in Action: Q&A with Change Course
Category: Financial Planning » Behavioral Finance
You don't have to be an optimist to know that you can squeeze a lot of happiness out of a springtime mini vacation in the city of big shoulders!
Your Money Should Make You Happy – Does It?
Category: Financial Planning » Behavioral Finance
What role does money play in your life? Is it possible that your financial plan could be “bulletproof”… but also “joy-proof”? Discover how shifting your mindset can lead to greater meaning, freedom, and fun.