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 …
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 …
Five Puppies!
Who doesn’t like puppies, right? Their little tails, wet puppy noses, floppy ears? A puppy is the ultimate antidote to a bad mood. That is, until you have to clean …
Which States Are Most Financially-Friendly For Retirees?
When you think about your ideal retirement, does ‘where’ rank high on your list of considerations? For many retirees, close connection to family may result in staying put, focusing instead …
