Needs, Wants and Wishes

Needs, Wants, and Wishes: A Smarter Approach to Retirement Planning I hope everyone is enjoying Spring. We go from treacherous to beautiful in a day! Yes, the market has volatility, but that’s a daily thing when you look closer. Let’s look forward to the days when you’re staring retirement straight in the face.

Needs, Wants and Wishes2025-04-15T10:45:11-06:00

Are You in It To Win It

Are You in It To Win It? Happy belated New Year, 2025. Needless to say, it has been a whirlwind start to the year. I hope yours has been as fruitful as mine. As always, I spend a lot of my time reading all of the different pundits' and economists’ thoughts on

Are You in It To Win It2025-02-11T14:19:32-06:00

7 Money Mistakes That Make People Seek Help From Financial Advisors

I’ve spent years helping clients see and avoid these common money mistakes. We all make them, but the key is to learn from each mistake and solve the problems. Working with a financial advisor can help you avoid these issues, make a plan for the future, and give you the confidence to make good financial decisions.

7 Money Mistakes That Make People Seek Help From Financial Advisors2024-10-16T08:44:10-06:00

Finishing Strong

I had this amazing blog on ROTH IRAs almost completed and a couple of things happened. First, the Summer Olympic Games in Paris started; and second, there was a slight stock market correction that had been percolating since mid-July. I LOVE the Olympics.

Finishing Strong2024-10-16T08:43:07-06:00

The TANSTAAFL Theory, Part 2

Do you have a “stress tested” plan for what your retirement looks like for you and your spouse? It’s easy to have a retirement account that is based on accumulation only, but what does your plan look like once you start “de-accumulating” or going into withdrawal mode?

The TANSTAAFL Theory, Part 22024-10-16T08:42:07-06:00

The TANSTAAFL Theory, Part 1

TANSTAAFL. Yeah, this is a real thing. It’s an acronym for the phrase: “There ain’t no such thing as a free lunch.” No free lunch demonstrates “opportunity cost” which says clearly, to get one thing that we like, we usually have to give up another thing we like. You just can’t have it all!

The TANSTAAFL Theory, Part 12024-10-16T08:41:28-06:00

This One’s for the Ladies

This One's for the Ladies So where am I going with this one, you ask? Simple. There is a distinct difference between the investment traits of men and women. For the sake of this blog, I’m going to focus primarily on single people, as that’s my demographic. Where many married people are

This One’s for the Ladies2024-04-16T09:00:18-06:00

It’s Hard to Steal Second Base

It’s Hard to Steal Second Base… "It's hard do steal second base with your foot on first!” This is a famous quote by Ty Cobb, a major league baseball player from the early 1900s who was known for his base stealing ability, among other things. Notably, he was among the first group of

It’s Hard to Steal Second Base2023-09-18T14:01:43-06:00

Balancing Your Assets

One common theme I'm seeing with my new clients is that nearly 100% of them have balances in their savings, investment, and retirement accounts. The other "elephant in the room" is that they rarely have any kind of plan or strategy for how to use these accounts. Their savings and emergency funds are earning virtually nothing when they could be getting upwards of 3-5% if positioned properly.

Balancing Your Assets2023-09-18T12:59:46-06:00

Mailbox Money

Wouldn’t you like to be like my songwriter friend and know that each month that your "mailbox" would deliver you a comfortable income you could not outlive? Getting there isn’t rocket science, but many years of knowing how all of the financial products are structured and how they work together in concert has definitely made an impact on the lives of my clients...

Mailbox Money2023-05-09T16:52:40-06:00

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