Inflation & Your Retirement

Keeping the Retirement Lifestyle You Want Despite Inflation   Can you retirement plan withstand rising inflation? Click this link to watch this brief 2 minute video where I share some thoughts: Inflation is just one factor to consider with your integrated retirement plan. Not sure where you stand? Click here to schedule a complimentary, no-obligation…

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Uncertainty vs. Reality

Uncertainty vs. Reality A philosophical question for you before we dive into the latest. Is the world more uncertain right now than it has been in the past? Or are we simply more aware of our lack of predictability and control? You don’t have to go far to see headlines about uncertainty these days. Uncertainty…

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Why It’s Going to Be OK (find some hope here)

Why It’s Going to Be OK The last few weeks (and months) of volatility have told us that we’re sailing in stormy waters. This is a quick note to tell you that it’s going to be OK. A few things I’d like you to keep in mind right now:”Unprecedented” events can happen much more often…

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Will Your Plan Work as Planned?

Is Your Estate Plan Integrated with Your Financial Plan?   Having an updated estate plan that is integrated with your financial plan is crucial in avoiding costly mistakes. Click here to watch this brief 5 minute interview with estate planning attorney, Cleve Hill, where we discuss the benefits of an integrated plan. Not sure if…

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That 70’s Economy

That 70’s Economy Markets gifted us with another burst of volatility and headlines are looking apocalyptic again. Some folks might think it’s time to bail on markets for the summer, but I’ll tell you why that thinking is a mistake. First, let’s peel back some layers to explore what’s driving markets. The latest selloff was…

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Another Wild Ride

Another Wild Ride Markets bucked and sold off again. 1 Should we be worried? Not necessarily. These things happen pretty regularly, especially when headlines are negative. In fact, you might recall that we kicked off 2022 with a big drop. 2 So, let’s talk about what’s behind the latest wild market ride. (Scroll to the end if…

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Recession ahead? (read on for hope)

Recession ahead? (read on for hope) Today, a quick overview of what’s going on in the financial and economic world. (Plus a discussion of the hunt for beauty in the mundane.) Stocks seem to be caught in a volatile pattern as Q1 earnings season heats up. Something surprising could trigger a big move, but it’s…

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Could You Use a New Approach to Retirement?

Could You Use a New Approach to Retirement?   Making the transition from working to retirement requires a new way of thinking… Click here to watch this brief 2 minute video sharing my thoughts. Not sure if you’re positioned to retire when you want to? Click here to schedule a complimentary, no-obligation conversation to review…

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Better or Worse?

Better or Worse? First, a quick note: There’s not much new perspective on current events I can offer. Markets are still locked in a volatile pattern and will probably continue that way for the foreseeable future. Today, I have a big-picture question for you if you’re interested. While absorbing the recent news, we can be…

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The Retirement Transition

Will Inflation Rob Your Retirement? Ready to make the jump form your working life to retired life? Many things to consider. Watch this brief 2.5 minute video as I share some thoughts on the topic: Not sure if you’re positioned to retire when you want to? Click here to schedule a complimentary, no-obligation conversation to…

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