Life & Planning
Asking the Right Questions Leads You Down the Right Path
Questions Matter More Often, I will be on the phone with a woman after one of our informational webinar briefings to answer her most pressing questions about retirement, taxes, and…
Read MoreLooking for better answers?
What is often said to a person who appears lost? Nothing, other than, “Are you lost?” The person is left with few options. Saying “yes” requires admission of something that…
Read MoreYour Ultimate Lifestyle!
For far too many the ultimate retirement lifestyle feels out of reach. Uncertainty… in the market… in the economy… and with health can do this. BUT, it does NOT have…
Read MoreYou Must Have This
Optimism This weekend marked the end of my son Hudson’s 13U travel baseball season. A real bummer, but he did finish with a bang! Baseball has a lot to teach…
Read MoreBulls vs. Bears
In the wild you’d run from either At first glance, you might think that statement doesn’t apply to investing. But, you’ll find “runners” in either cycle – bull or bear.…
Read MoreStop Swimming With Sharks
Find Friendlier Waters Just before I went out for a mile swim in the waters of the Gulf of Mexico recently, my non-swimmer friends panicked about me swimming with sharks.…
Read MoreWatch for this
The “Oracle” Reveals Everyone loves a handout. My kids love them and so do the American people. It is assumed that the wealthiest Americans will pay back (taxes) the handouts…
Read MoreExplanations
Explanations aren’t Helpful A daily dose of “that’s not helpful.” It comes when you turn on the news, any time of day. And it becomes even less helpful when you…
Read MoreUncertainties
Uncertainties continue Will this work? This is the question we want an answer to before beginning something. Most often the answer is ‘it should work’, ‘it might work’ or ‘it…
Read MoreNew Normal
New Normal… Really? When will everything be back to normal? This is what people are looking for now. Gaining popularity is #NewNormal. The last few months has been anything but…
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