Starting Off on the Right Foot
Spring Training Thoughts for Your Portfolio
Spring Clean Your Financial Plan
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
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.
Single Stock- Too Much of a Good Thing
Set It and Don’t Forget It
Selling a Business Is Just as Tough as Owning One
Owning and operating a business is a tough task. Selling a business is equally difficult. If you’re a business owner, the odds are that you haven’t put together a plan to do this. It doesn’t have to be this way.
SECURE Act Signed Into Law. How Will This Impact Your Plan?
In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?
Set It and Don’t Forget It
Selling a Business Is Just as Tough as Owning One
Owning and operating a business is a tough task. Selling a business is equally difficult. If you’re a business owner, the odds are that you haven’t put together a plan to do this. It doesn’t have to be this way.
SECURE Act Signed Into Law. How Will This Impact Your Plan?
In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?
Secure Act 2.0 Offers a New Retirement “Lost & Found”
A few weeks ago, my colleague, Matt Moklestad, shared a blog about 8 changes from the SECURE Act 2.0. While many of the changes in this legislation are beneficial for employers, there is a lot in this act that is also going to be very beneficial for plan participants.
Retirement is Just the Start!
Retirement Happiness
What are the primary drivers of a happy retirement and overall wellness?
Retire To do WHAT
Planning for Retirement? Practice Could Make Perfect
Retirement isn’t a reward you one day receive at random. It’s not something you jump into without a thought in mind. You work up to this day with purpose, precision, and dedication.
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.
Physicians: Debt vs Savings, Which Comes First?
Young physicians often ask, “Should I focus more aggressively on paying down my debt, or should I just do the minimum and try to save as much as possible?” That’s an excellent question, with lots of variables and layers.
Party of 4 – Estate Planning Basics to Celebrate
Break out the cake, ice cream, and party hats because it’s time to celebrate National Estate Planning Week!