Life & Planning

Whether your retirement has already kicked off or is still in its pregame phase, you should know the score when it comes to an exciting — and increasingly relevant —…

Why Is It So Hard? “If you fail to plan, you plan to fail.” We all know this, right? And yet proper planning—in every area of life—remains one of the…

Happy New Year! Instead of New Year resolutions, set personal goals. Set goals around the behaviors and mindsets you can control, that can lead you to the outcomes you desire.…

What the Season is Really About Have you finished any last-minute Christmas shopping you had planned this past weekend? It seems that the shopping season begins earlier every year, and…

Making Room for Hope On a scale of 1 to 10, how hopeful are you feeling about 2023?We’ve seen A TON of headlines talking about recessions, layoffs, and market fears…

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…

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…

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…