Retirement Planning done well should feel like a state of flow. Money flows in, money flows out; the rate of this flow is determined by your chosen lifestyle. Ideally, your …
Accidental Invasion of the Chipmunk
Happy Friday! As I write to you each and every week, I’m consistently reminded of the many avenues I may travel down when sharing useful ideas and news with you. …
Retirement Elevated: October 2016
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 …
Stock Market Teeter-Totter Relationship With Interest Rates
A perfect summer day as a kid may have included the combination of a friend, an ice cream cone, and a teeter-totter. Push up, fall back down…over and over without …
The Pension Lump Sum Decision We All Must Make
A trend over the past few years has been for companies to offer their more seasoned employees, who are part of a traditional pension plan, to accept a lump sum …
Special Guest Article: Protecting Your Beneficiaries
This week, I’m passing the mic to our good friend and estate planning attorney, Richard Chamberlain, of Chamberlain Law Group. He discusses a topic that we all need to be …
Digital To Analog
To say that technology is advancing rapidly is an understatement, a huge understatement. Look at the supercomputer in your pocket; it used to be a telephone. Now it can enable …
A Single Pill For a Successful Retirement?
Dave and I recently attended the Global Leadership Summit, a two-day intensive deep-dive into all things leadership, simulcast all over the world. There were many big ideas, game-changing revelations, and …
Special Long Term Care News (and Alaska review)
New Options for Long Term Care Planning (Alaska review is below) The problem isn’t going away, no matter how much we wish it would. As people live longer and longer …
Progress Reviews: The What and When
We’re in the business of helping people by building retirement plans with and for them. Perhaps for you. As part of that process, we meet regularly to ensure that the …