As people near and enter into retirement, one activity that is quite consistent among retirees is the consolidation of various retirement accounts. After decades of saving in multiple employer-sponsored retirement …
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 …
Six Of One, Half Dozen Of The Other
Certain tools are extremely useful in making our lives easier. This makes intuitive sense since a tool was likely invented in the first place in order to solve a problem. …
Retiring At A Time Like This?
Anytime a person utters the phrase, “This time it’s different” I get a little skeptical. I’ll bet you do too. It seems that being alive for at least a few …
Learn How To Run?
Do you know how to run? Of course you do, you just…run…right? Something that is so innate to each of us as running, something we’ve been doing since we were …
The British Are Leaving! The British Are Leaving!
In a shocking vote early this morning, the British people have voted for their economic sovereignty. As a result, Britain will begin its exit from the European Union, a bloc …
27 Retirement Risks: Which Is (Arguably) Most Damaging?
Life is fraught with danger; everybody knows this. When we take a closer look at one particular slice of life, retirement, we begin to see more clearly what those risks …
If An Advisor Dies, Does the Plan Break?
I was teaching a Retirement Elevated class at BGSU the other night when I was asked a question about one of the retirement income planning strategies that we were discussing. …
If Only Investing Was More Like Sports
If you own a TV or a computer, or have another human being in your life who remotely likes sports, you saw the shot. Villanova’s Kris Jenkins hit a buzzer-beating …
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 …
