In my experience, many of my clients have thought of retirement as retiring away from something. No alarm clocks or long hours. No stressful situations like answering to a boss or managing relationships with co-workers. And for some, no more physical grind on the body, time away from the family or long commutes. Often what… Continue reading My Work Was My Identity. Now What?
For some of my clients, the “accumulation years” (namely the years just before retirement) have become a time of financial hemorrhage. Sandwiched between adult children seeking (multiple?) degrees or grounded by a lack of available jobs and aging parents needing care and support, these clients are finding themselves having to keep multiple generations afloat, often… Continue reading Financially Sandwiched Generation
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)
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
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”?