Category: Retirement Planning

Our Vote for a New President

This month, based on our collective decision as citizens of the United States of America, we will install a new president. That person will guide and protect all that are counted within our borders. No matter the race, creed or religion one identifies with, no matter the status one holds, […]
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Are you staying ahead on investing?

Are you staying ahead on investing? Hello everyone, I hope this finds you staying cool as best you can. Soon school will start again and vacations will be a distant but fond memory. The more things change the more they stay the same… or do they?  If you are still […]
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Does the new Fiduciary Rule impact you?

In 2010, President Obama signed into existence a new law that was designed to protect you from conflicts of interest and to hold all members of the financial services profession accountable for their recommendations. Due to some loopholes in the rules, this still allowed some brokers and advisors to recommend […]
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What is Retirement?

We hear the word retirement as often as we hear the words, go to college, have a baby, get a decent job, and so on. It’s seen as a milestone in our lives, yet, most of us, including myself, have little understanding of what retirement really is. The word re-tire-ment, […]
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Why We’re Nervous to Retire

If you were to google the term ‘retirement,’ in just seconds, your web page would fill with images of happy couples enjoying their lives together. I feel that the problem, for most people, is that the ‘image of retirement’ can be a confusing and scary place. Did you know that […]
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What is Retiring Out of the Box?

I want you to ask yourself:  How does running from a polar bear compare to your retirement strategies? Imagine if that bear was your worst financial nightmare, and you only have seconds to decide on how to protect yourself from it charging directly at you. This was the inspiration for […]
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