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 Power in Selling Your Old Stuff
When I bought the camera, I was filled with hope and excitement. Like you, I have a camera on my phone, and while it’s pretty amazing, I had this desire …
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 …
Breakthrough in a Box
When an Amazon box arrives at the front door, it’s an exciting moment. Is it…for me? Boy, I sure hope so (having forgotten what I may have ordered in the …
Did You Know?
Did You Know… The US saw 675,000 new people become millionaires last year? We archive our articles and newsletters on our website? We place each article into a ‘Planning Strategies’ …
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 …
Sobering Statistics For Women, Maybe More So For Men
When I read this, it almost knocked me over. 80% of men die married, 80% of women die single 80% of centenarians are women As the subject of this article …
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 …
