There will be over 250 million returns filed this year in the US. Do you think some will have mistakes? So what happens if you make a mistake on your tax return. Read More
Chocolate Cake and Saturdays
What does Saturday and chocolate cake have to do with retirement? More than you think. So what are you going to do next? An important question to ask before you retire. Read More
What I Worry About
Ever wonder if your financial advisor worries? Well I worry about my clients all the time. Here is a few things I am always concerned about that can destroy even the best laid plans. Read More
Markets Down. What to Do
It’s been a rough start to 2016, however, understand that it’s “Time in the market that builds returns, not Timing”. Let’s look at some things that we can do during market declines. Read More
What Our Initial Meeting Looks Like
As is so often the case, we fear what we don’t know. It can be a daunting task to have the courage to finally face your finances head-on and make the decision to meet with a financial advisor. If you have thought about it in the past to meet with me but have been fearful and don’t know what to expect, I thought I would share with you some information as to what will happen at our initial meeting.
How to Put It All Together
What is a Fiduciary?
You Can’t Retire Without Income
How Risky Are You?
Retirement Changes All the Rules
The world of accumulation is a whole lot different than the world of distribution. Retirement Changes ALL the Rules! Yet many (MOST) financial advisors and retirees want to continue using the same rules which often may destroy your retirement plan. If you want to make sure you understand the world of distribution, learn how to build a Perpetual Retirement Income Plan. You can order our book here. Read More
