Wellness and the B-Word: Where to begin your financial wellness journey. Wellness seems to be an all-encompassing buzz word (buzz is not the B-word I’ll be referencing later). We often think about our body, mind, and spirit and how they are interconnected. There is...
Show Me The Money: Two Rules For Your Retirement Nest Egg There are two rules that we talk about with every prospect and client when investing and starting a financial plan. First rule, don’t lose the money. Second rule, when I’m retired send me...
Although the CARES Act’s $2 trillion allocation to the economy has been compared to President Obama’s 2009 American Recovery and Reinvestment Act, the more recent measure should be thought of as a relief effort, rather than economic stimulus. CARES is addressing the immediate fallout in...
Are you dreaming of retirement, or currently in retirement and dreaming of a new chapter in life? Once a year everyone should take the time to review and update their financial plan. In addition to your financial needs, it’s also a good time to...
Do You Want to Gamble with Your Nest Egg? If you ever visit Las Vegas, you may hear the legend of the Man in the Green Bathrobe. While it’s probably just local lore, it makes critical points about retirement planning. A man and wife...
The “Setting Every Community Up for Retirement Enhancement” (SECURE) Act passed the U.S. House of Representatives last May, passed the Senate a few days ago in December 2019, and then was signed by President Trump. It is among the few bipartisan bills that have...
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