The concept is this: get a bunch of single people in a room, set a timer, and have them quickly move throughout the room to see if they can find …
Classing Up the Place
If you’ve ever been car shopping or new kitchen planning, was there any limit to the amount of information you could consume? Brochures, internet searches, test drives, countless discussions with …
A person’s financial decision-making ability peaks at age 53?
According to a study performed by the Center For Retirement Research At Boston College, the cognitive ‘sweet spot’ for financial decision-making is our mid-50’s, followed by rapid declines in the …
The Curse of Knowledge
In the last two weeks, I’ve taught 12 hours of classes on financial retirement. The class I’m teaching is called Retirement Elevated and it’s held at BGSU at Levis Commons. …
Who is Really “Winning” At Retirement?
I’d like to share a few important discoveries that we’ve made in our business. This list is actually pretty insightful, and it’s one that you helped us make. Those who …
Special Feature: Planning For Your IRAs
If you have at least $200,000 in your retirement accounts, it’s now more important than ever to make the right plans for your IRAs and to integrate these plans into …
January 2015: Briefcase Study
Each issue of The Steward will include a brief case study. In it, strategies will be highlighted that we utilize in solving problems and creating opportunities for our clients. We …
November 2014: Back to the Basics
Back to the Basics – Are You Following a Proven Recipe For Your Retirement? This article of Adam’s appeared locally in the Suburban Press On November 15th. We thought you …
Special Feature – Estate Planning
“Should I Do a Will or a Living Trust?” A lot of people ask me: “Which is better, a Will or a Living Trust?” The answer is my favorite “lawyer …
June 2014: Back to the Basics
It has been brought to our attention that a return to the basics of financial and retirement planning would be helpful. Back to the Basics is a study of the …