Life & Planning
New Year, New Way to Set Goals
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.…
Read MoreWhat the Season is Really About
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…
Read MoreMaking Room for Hope
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…
Read MoreDid 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…
Read MoreWhat’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…
Read MoreSmall 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…
Read MoreMarket 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…
Read MoreYou 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…
Read MoreInvesting 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…
Read MoreWho’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…
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