Intellectually, you know that what’s happening will soon pass. Emotionally, you’re anxious and maybe even downright afraid. Me too. The stock market is being pummeled. As I write this, the …
Countdown Series #2 – Thinking Back, What Is Your First Memory Of…?
In our Countdown Series, we’ve covered some of the topics that I find most interesting and important when considering how to plan a successful retirement and a lasting legacy. We …
Tasty Treat
Tastes change as we get old(er). I remember as a kid, my grandma would serve us vanilla ice cream with malted milk powder sprinkled on top as dessert. You’d get …
Returns Risk Returns
Retirement can be an amazing time in a person’s life (or so I’m told). Waking up each day with the opportunity to live out your agenda rather than someone else’s …
Patience is a…Virtue?
Given the natural break that a new decade provides, we’ve been looking back over the last ten years to see where we’ve come from and where we may be headed …
Congress Just Passed the SECURE Act – A Pretty Big Deal For IRA Owners
Happy New Year! Well, 2020 has started off with a bang if you’re the owner of an IRA. On December 19th, Congress passed a spending bill that includes seismic changes …
Relationship Referee to the Rescue
When GPS first hit the scene, you know, that voice in the car that tells you where and when to turn, relationships were changed forever. No longer were spouses engaging …
The Breakeven Analysis: Becoming a Cowboy
Predicting the future is hard. When I was a kid, I was going to grow up to be either the quarterback for the Dallas Cowboys or a semi-truck driver. It …
The Great Decluttering
For everything there is a season. For many of you, it’s time to declutter. Nobody is forcing you to declutter, but you’re probably feeling that desire on some level. Looking …
Back To The Basics: Having a Budget vs. Budgeting
One of the most critical – and often overlooked – aspects of planning a successful retirement is the estimating of expenses during retirement. The ability to project what your lifestyle …