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. …
The Stock Market is You, Me, and Everybody Else
If you’re invested in the stock market right now, like it or not, you’re casting “votes” in its campaign for growth or decline. More money in the market equates directly …
Back to the Basics: Goals-Based Investing
It’s very likely that you have more than one investment account. Maybe you have a few IRAs, a joint account, a 401(k), and maybe a trust account as well. Have …
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 …
Is a 1927 Chevy on Your Retirement Bucket List?
When you consider your retirement plans, hopes, and dreams, what’s that one thing that you think about accomplishing, but immediately dismiss? Maybe it’s a dream vacation to Alaska, perhaps it’s …
Leaving Financial Talk Behind To Discuss Water Heaters, Apple, and Clutter
Can you imagine receiving an email each week that passionately discusses the features and benefits of water heaters? “Every week, it’s all about water heaters with this guy!” Well, sometimes …
How Clear Is That Crystal Ball?
Keeping with the theme of last week’s article on markets and those people who attempt to forecast them, I thought it might be fun to ask a few more questions …
Can the Financial Markets Be Trusted?
Quite often, I’ll receive a call or an email that goes something like this: “So-and-so on the news said the market is ripe for a big selloff in September or …
