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 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 …
Speaking of Milestones
Back in August, I wrote about celebrating milestones (read it here). I questioned whether it’s important to celebrate milestones at all. Well, I hope you don’t mind me focusing your …
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 …
