As I’ll often do, I recently carved out time to review the latest in retirement income planning research (Some people golf, others travel, this is what I do for fun!). …
Power of the Pen
By now, I’m guessing you’re aware of my belief in the power of the written word. I use writing to stay in-touch, to inform, to persuade. Whether it’s this Weekly …
The Scent Of A…Nursing Home?
Almost every time I write a nursing home-related piece, I receive a comment or three that sounds something like this: “Adam, is there a way to plan so that I …
A 9 Year-Old At A Kansas Concert?
I feel a need to confess that I love 1970’s rock bands. Not just any rock bands; I love ‘70s ‘prog rock’ bands. Styx, Toto, Rush, Kansas…these bands had the …
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. …
Rent A Dumpster, Change Your Life
A good friend woke up one day with the fire in his belly to get his financial life moving forward in a big way. Paying off old debts, setting aside …
The Most Awful Discussion: Long Term Care
We might as well hold these meetings in a dentist’s chair, without the anesthesia. It’s just the worst. At least when you visit the dentist, you leave with that squeaky-clean …
That All-Too-Rare Parenting Moment
I couldn’t believe it was happening; it felt impossible. Before I share the moment, let me set the stage. Because my wife, Carie, and I have benefitted so much from …
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 …
