Investment advice is so commoditized these days that it’s almost like white noise. You can get it almost anywhere, and in many cases, you don’t even have to pay for it(!) Much to the dismay of traditional brokerage houses and traditional financial advisors. We offer advice too but happen to have strong opinions on what… Continue reading Free Investment Advice Just For You (In 400 Words)
Category: Retirement Planning
Don’t Let Social Security Strike You Out
I’ve got baseball on the brain. ‘Tis the season for warmer weather with a cool breeze, cleaning out the garage, planting my garden and...baseball. I’ve also been doing a lot of talking and analysis on Social Security benefits. So, forgive the cheesy title, but I’m seeing a lot people falling for the curveballs and striking… Continue reading Don’t Let Social Security Strike You Out
When Is the Right Time to “Grow Up”?
The title of my article this week could be misleading. Adam and I had a meeting a few weeks ago and the topic of “growing up” was discussed. Talking about “growing up” was not about maturity levels or responsibilities. It was about sitting down and thinking about the next phase of life for this gentleman.… Continue reading When Is the Right Time to “Grow Up”?
When I’m 64 – Is Age Driving Your Retirement Plan?
Age is relative. How we feel from year to year probably depends on a litany of things other than just age, which many would say, “is just a number.” I felt that way again this year as I recently celebrated my 35th birthday. 35 didn’t feel any different than 34, or 30 for that matter.… Continue reading When I’m 64 – Is Age Driving Your Retirement Plan?
Finding a Great Place to Retire
Some people are rooted in their current place. It’s the home they’ve lived in their whole lives and it’ll be the one they live in for as long as they are blessed to be on earth. Many of my clients fit this bill and I suspect this will be my parents as well. Some are… Continue reading Finding a Great Place to Retire
