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.
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.
Retirement Happiness
Category: Financial Planning » Retirement Planning
What are the primary drivers of a happy retirement and overall wellness?
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 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.
Have You Come to Terms with the Reality of Your Retirement?
Category: Financial Planning » Retirement Planning
People come to terms with the fact they will one day retire. Maybe not in the next year or two but sometime in the next five. Often, it’s a reality they’ve been denying.
How to Use Your Deferred Compensation Plan
Category: Financial Planning » Retirement Planning
For most of us, it’s that time of the year when we make benefits elections for next year. These are important decisions.
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.
Hiking Through the Financial Wilderness
Category: Financial Planning » Retirement Planning
I used to laugh at the TV commercial years ago that stated, “Most people spend more time planning their vacation than their retirement.” It’s funny how your perspective can change with time. Now, I gladly note all details of a personal trip, perhaps as a parallel of my work.
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 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.
Have You Come to Terms with the Reality of Your Retirement?
Category: Financial Planning » Retirement Planning
People come to terms with the fact they will one day retire. Maybe not in the next year or two but sometime in the next five. Often, it’s a reality they’ve been denying.
How to Use Your Deferred Compensation Plan
Category: Financial Planning » Retirement Planning
For most of us, it’s that time of the year when we make benefits elections for next year. These are important decisions.
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.
Hiking Through the Financial Wilderness
Category: Financial Planning » Retirement Planning
I used to laugh at the TV commercial years ago that stated, “Most people spend more time planning their vacation than their retirement.” It’s funny how your perspective can change with time. Now, I gladly note all details of a personal trip, perhaps as a parallel of my work.
Navigating Financial Health in Retirement
Category: Financial Planning » Retirement Planning
Planning for retirement is the journey of a lifetime – a marathon, not a sprint. But what happens after you cross the finish line? Read on for more on the art and science of navigating life after the working world.
Navigating the Course of Retirement Planning
Category: Financial Planning » Retirement Planning
Like in golf, planning for retirement is a game that requires strategy, focus, and a bit of finesse.
Are You Approaching Retirement? It’s Time to Get Your Financial Health in Order.
Category: Financial Planning » Retirement Planning
Planning for retirement can be one of the most daunting financial stages of life because there are so many competing priorities to manage and responsibilities to juggle. Read on for some tips to help you manage it all.
5 Questions to Ask Yourself Before Meeting with An Estate Planning Attorney
Estate planning is an essential component of your financial plan because it can help secure your family’s future, minimize estate taxes, and protect assets from going through probate. Here are five questions you should think about before meeting with an Estate Planning Attorney.
Have You Considered a Cash-Balance Plan?
Category: Financial Planning » Retirement Planning
Many business owners are looking for more tax-friendly ways to save for retirement. A cash balance plan could be the answer.
Balance Sheet Liquidity: What Is It? How Do I Approach It?
Category: Financial Planning » Retirement Planning
I am extremely fortunate to work with many different types of clients. Some of my favorite clients are the owners of privately owned businesses. There are always opportunities to have conversations that go well beyond managing investments.