Where is the love? I went to a luncheon last week that made me start thinking about something that I want to tell you about. So here it is. Retirement is more than money; so much more. And what brought me to this realization? From time to time, I get together with a group … [Read more...] about Retirement Is More Than Money
Retirement Planning
Internet Advice- Good, Bad & Ugly
Internet advice is one of those things that we all are guilty of reading, the good, bad and ugly. I'll admit I read too much internet medical advice. And I'm dismayed by the level of internet investment advice, especially with the 60/40 allocation strategy. Last week I went in … [Read more...] about Internet Advice- Good, Bad & Ugly
10 Things to Know About Bear Markets
Are you ready for what's coming? We don't go through actual bear markets that often, so the more you know about bear markets, the better you will be able to make informed investment decisions. After all, the overwhelming chaos in the world investment markets makes even the … [Read more...] about 10 Things to Know About Bear Markets
How to Fight Inflation in Retirement
A Users Guide to the Easiest Retirement Budget Worksheet If you are retired or nearing retirement, learning to fight inflation in retirement might be the best way to avoid running out of money. This article will help you identify where price increases affect you the most and … [Read more...] about How to Fight Inflation in Retirement
Five Common Financial Planning Complaints
The most common financial planning complaints are not about the financial planning process. The most common financial planning complaints are criticisms about the business and the advisors. When I interview a new client from another financial services company, I always ask, "what … [Read more...] about Five Common Financial Planning Complaints