I couldn’t believe it was happening; it felt impossible. Before I share the moment, let me set the stage. Because my wife, Carie, and I have benefitted so much from …
Five Puppies!
Who doesn’t like puppies, right? Their little tails, wet puppy noses, floppy ears? A puppy is the ultimate antidote to a bad mood. That is, until you have to clean …
Spring 2016 Edition
View PostSpring 2016 Welcome Letter
I’ve heard it said that ‘a watched pot never boils.’ I sometimes wonder if this phenomenon holds true with the markets. It seems the more we fixate on them, the …
Back to the Basics
Retirement planning is essentially a risk management process. If markets experience uninterrupted growth, inflation remains low, interest rates are fairly normal, and health remains good, there’s not much left to …
By the Numbers
How many years did you work to accumulate your nest egg? Market losses = Time Losses Like many of the Stewards we work with, most began working around 25 years …
Retirement Elevated
As you may be aware, we teach classes at BGSU at Levis Commons called Retirement Elevated. These classes are designed to offer the current or aspiring retiree a serious education …
Briefcase Study: Transition into Retirement
A number of couples that we work with recently found themselves working through a change in their life: the transition into retirement. When a long career ends, what steps might …
Briefcase Study: Those Pesky Remaining Debts
Before retirement, most people would like to pay off any remaining debts, so they can feel good going into that next phase of life all tidied-up. That makes a lot …
Briefcase Study: Winter 2017
The one thing we all seem to want is great reward with very little risk. In the world of celebrities, who wouldn’t want fame and fortune? It’s the tabloid gossip …