Download this 8-page guide was created for you to better understand how taxes could affect your retirement income.
The Last Financial Advisor
The Last Financial Advisor Why should you hire a younger advisor? I want to share with you the 4 reasons why I think you should select a younger advisor to…
How to Spend Your Money in Retirement
How to Spend Your Money in Retirement If they taught Wealth 101 and Investing 201 in school, I must have been on my way to the beach – skipping class.…
Tax Diversify
Tax Diversify “If the ladder is not leaning against the right wall, every step we take just gets us to the wrong place faster” – Stephen Covey1 I find that most successful…
Retirement’s Pesky Black SWANs
Retirement’s Pesky Black SWANs Black Swan events are by definition an unpredictable or unforeseen occurrence; typically one with extreme consequences. These are the uppercuts to retirement that no one sees…
Retired & Bored
Retired & Bored Have you ever wondered why, as you get older, you feel like time is speeding up? Some researchers believe that it is because our mind is not…
It’s Not a Game (Gamestop)
It’s Not a Game (Gamestop) In my career I have heard people say, “jackpot, all in, hold, players, optimal strategy, whale, wild card, option, bet, accumulator, and double down”. At…
Is Your Spouse Ready?
Is Your Spouse Ready? We are all 100% terminal. I know that is pretty dark and stoic. A pandemic is not necessary for us to realize that life is finite…
Your New Title: CEO
Your New Title: CEO When I sit down with families, one of the questions in our first visit is: “If we fast forward to your retirement or if you’re already…
Exponential Saving
Exponential Saving When you hear that you need to save 20% of your income, it can feel intimidating. To go from saving 0% of your income to 20% could feel…
Are Habits Costing You Your Retirement?
Are Habits Costing You Your Retirement? Saving for retirement can be daunting. We have spoken before about saving an entire 20% of your income towards retirement. At first glance that…
The Market Is A Voting Machine?
The Market Is A Voting Machine? Warren Buffet and his mentor Benjamin Graham both once said, “In the short run the market is a voting machine, but in the long…
The Savings Pyramid
Growing up, the food pyramid gave me a visual picture to understand that it wasn’t so wise to eat 100% junk food. I understood by the simple graphic that moderation…
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