Gliding Into Your Work-Free Years with The 3 Pillars of Retirement
When flying a plane, a good pilot will tell you that a written pre-flight checklist is essential when taking control…
Category: Retirement
Why Most Retirement Strategies DON’T Work, and Why Yours WILL!
After three and a half decades of people coming to me for financial advice, I feel like I’ve seen it…
7 Financial Goals You Must Hit Before You Retire
Of all the “happy” life transitions that I have seen people make over my 35+ years of being a CFP®…
Five Steps to Succeed in The New Retirement Red Zone
I typically avoid using sports analogies; not everyone follows sports which means many sports analogies leave people secretly scratching their…
How Do I Know if I Have Saved Enough for Retirement Based on My Current Lifestyle?
In this video, we’re going to deal with the question, “how do I know if I’ve accumulated enough money to…
What is a Family Office and How Do You Create One for Your Household
A family office is comprised of typically having an attorney on the team, having a dedicated accountant or CPA on…
How to Approach Your Search For a Financial Advisor…And Decide Whether It’s The Right Time To Do So!
Right now, maybe you’re thinking… “I’ve already got a decent grip on my finances, budgeting, debt, investment and retirement planning……
How Would You Define Financial Wellness?
Most people deal with their finances in compartments. They compartmentalize things. They look at their 401K, they’ll look at their…
Bankrupt NFL Players – The Hall of Shame
I recently met Jerome “The Bus” Bettis at a conference. For those non-football fans, he was drafted in 1993 and…