Did You Know?

Your Biggest Expense in Retirement   It’s most likely not what you think. It’s not your mortgage. It’s not travel. It’s not gifts to family or charity. Your biggest expense in retirement is far more sneaky. Did you know that the top ten percent of income earners pay nearly 70% of the federal income taxes…

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What’s You Next Move?

What You Don’t Know WILL Hurt You Jim is at a crossroads. After 40 years, his highly profitable business—his passion in life—is still going strong. But with no successor within the family to take over his life’s work, what are his options for the future? He’s got some critical questions to answer:Who will buy my…

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Small Wins

Small Wins I’ve got three small wins for you this week.When it seems like there’s a flood of bad news and everything is unpredictable, I think it’s important to highlight the bright spots when we see them.I’ll button things up for you at the end (and share something fascinating to look forward to this month).Small…

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Market Lessons You Should Know

Market Lessons You Should Know Let’s talk about markets for a minute. The most recent inflation data shows that inflation continues to persist near recent highs. 1 The trend makes it likely that the Federal Reserve will raise interest rates again in November. 2 Does that mean a recession is inevitable? Are we past the…

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You Can’t Afford Not To…

You Can’t Afford Not To…   Market fluctuations have many retirees and soon-to-be retirees questioning if it’s time to get out of the market. Click here as I share a few thoughts in this brief 1.5 min video. Will your plan help you out pace rising inflation rates? Click here to schedule a complimentary, no-obligation…

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Investing in Equities in Retirement

Investing in Equities in Retirement   Investing in equities in retirement requires strategic thinking in both the best of economic times, and those of uncertainty. Click this link as I share a few thoughts in this brief video: Unsure about how your plan can weather a market downturn, or what you own and why you…

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What a Slinky Has to do With Your Retirement

What a Slinky Has to do With Your Retirement The markets have been a little crazy lately, wouldn’t you say? I wanted to check in— how are you? Wanting to pump the breaks on any retirement strategies in the name of “waiting until the market bounces back” is easy. Even relatively low risk moves like…

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Who’s on Your Team?

Who’s on Your Team? When you were in school, chances are you were on some sort of sports team. Teams are an integral part of life, from childhood and on into the rest of our lives. Michael Jordan couldn’t win a championship without a team. As the father of a 15-year old travel baseball player,…

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Recession? (Y/N)

Recession? (Y/N) Are we in a recession?Depends on who you ask. That’s pretty confusing, right?Let’s discuss.The most common definition of a recession is two consecutive quarters of negative growth. 1The economy met that bar after the most recent report on Gross Domestic Product, which showed that the economy shrank in the first half of 2022.If it…

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Does Your Plan Crack Under Pressure?

It’s Time to Hold Your Advisor Accountable  Most wealth advisors follow the same plan for every affluent person who walks into their office. That’s crazy! You’re unique, and you deserve a plan that meets your specific goals. It’s time to put your current wealth planning to the test. Pressure test questions- does your plan: Eliminate…

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