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Thought provoking exploration of important life-centered financial topics to help you get the best Return on Life!



 

Wednesday, April 24, 2019

When it comes to retirement, it’s easy to dream about the perks: sleeping in, traveling, reading a good book, playing golf––name your fantasy. Even if your retirement is fully funded, the reality can be far less...

 

Wednesday, April 17, 2019

Many people have a complicated relationship with money. Hang-ups carried over from childhood experiences get mixed together with positive and negative experiences from adulthood. Few people ever take the time to reflect on what money...

 

Friday, April 12, 2019

Time flies when you’re a parent. Just when you’ve wrapped your head around the demands and responsibilities of raising a child, you turn around and your little bundle of joy is ready to head out into the world. This empty...

 

Monday, April 1, 2019

This is how to make a good decision when life throws you a tough choice No matter how thorough our planning is, life inevitably tosses curveballs at us. Often these challenging moments are linked to major life transitions that affect...

 

Friday, March 1, 2019

Get Your "House" in Order Before You Retire “Does this spark joy?” Millions of people are asking themselves this question about their homes and possessions thanks to Marie Kondo and her wildly popular decluttering...

 

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Friday, February 1, 2019

Financial Planning is About Making Your Life Plan a Reality Many folks who have just begun working with us are surprised by how our planning process starts. We don’t begin by talking about IRAs, 401(k)s, or how much you’re...

 

Tuesday, January 15, 2019

There are many reasons why people who could retire are hesitant to do so. Some people think they need to wait until they’re 65 or older. Some are worried about running out of money. Many parents want to keep supporting their...

 

Tuesday, January 1, 2019

Big red arrows, panicked cable news experts, and the echo chambers of our social media feeds can make stock market volatility seem much worse than it actually is. If you’re having trouble keeping a cool head about your own...

 

Saturday, December 1, 2018

Legacy planning is often the last piece folks tackle in their financial planning, because it’s the least appealing to think about. Planning for a robust nest egg that will keep you safe, secure, and fulfilled when you stop...

 

Tuesday, March 31, 2015

Throughout my years of guiding Baby Boomers to and through retirement, I have learned that there is simply a lack of knowledge and good advice when it comes to Social Security. Knowing, understanding, and properly applying tailored...