Estate Planning
Rollercoaster ride?
Rollercoaster Ride? A short email about rollercoasters.Markets rallied in relief on some better-than-expected data on Friday. 1 It was a bright spot in what has seemed like a relentless parade of bad…
Read MoreWhy I’m an Optimist
Why I’m an Optimist For the past few months (years, really) it seems like there’s a 24/7 stream of bad news bombarding us all the time.Markets, the economy, housing prices,…
Read MoreInflation & 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…
Read MoreUncertainty 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…
Read MoreWhy 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…
Read MoreWill 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…
Read MoreThat 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,…
Read MoreAnother 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…
Read MoreRecession 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…
Read MoreCould 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…
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