There are several questions that hopeful retirees are consistently asking as they seek to build a successful retirement. Some of these questions are: When can I retire? How much do …
Is It Possible To Over-Save For Retirement?
There are countless studies that reveal how underprepared baby boomers are for retirement. As a group, it’s said that boomers are doomed to poverty lifestyles during retirement, that is, if …
Are You A Vagabond?
There’s a term being used by the millennials, the generation of workers newest to the workforce: ‘lifestyle design.’ While there’s no single definition, it roughly translates to designing the work-life …
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. …
Should You be Scared Too?
A Free 60 Minute Discovery Session Could Change Your Entire Outlook on Retirement in Ways You Wouldn’t Expect. A recent study revealed that 43% of retirees will run out of …
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 …
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 …
January 2015: Back to the Basics
2015 Financial Trends: Are You Prepared For What’s Coming? Plummeting gas prices and a Jekyll and Hyde stock market have many people asking what it all means. “Is it good …
December 2014: 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 …
