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)
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”?
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?
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
Do any of the following describe you? You’ve worked at the same job with the same company for 25+ years. You aren’t ready to retire, but the job is getting old. Your work is draining, either because its mentally draining, physically draining or perhaps the commute is draining. You’re physically and mentally ready to retire,… Continue reading Your Retirement “Transition” Plan in 5 Steps