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Shrinking Pensions

Shrinking Pensions 9-21-22 As you know, interest rates are on the rise and more increases are coming. This is not good news for my situation because we are still in the "construction loan" phase of building our house. We won't be able to get a permanent loan until the house is complete. I spoke [...]

By |2022-09-21T19:39:52+00:00September 21st, 2022|blog|0 Comments

When Plans Don’t Go As Planned

When Plans Don't Go As Planned September 7, 2022 I had a conversation with a buddy of mine who has been a commercial pilot for quite some time. One of the things we talked about was flight plans. I asked him how often he actually takes the time to prepares a flight plan. Of [...]

By |2022-09-07T18:13:20+00:00September 7th, 2022|blog|Comments Off on When Plans Don’t Go As Planned

Lemons and Lemonade

Lemons and Lemonade July 13th, 2022 What's the old saying? When life gives you lemons, you make lemonade? Seems we've been stacking up some lemons at our house for the last month or so. Nothing major that will have lasting consequences, but it sure stinks when you're going through it. As you all know, [...]

By |2022-07-18T17:48:49+00:00July 13th, 2022|blog|Comments Off on Lemons and Lemonade

Moving to Cash?

Moving to Cash? June 15th, 2022 One of the things I'm always asked during volatile markets is- "when is it time to move everything to cash?" It seems like a very tempting and logical solution to implement. It seems even more logical when there is no end in sight. The great unknown for all [...]

By |2022-07-18T18:00:44+00:00June 15th, 2022|blog|Comments Off on Moving to Cash?

Talk Radio Ads

Talk Radio Ads June 1st, 2022   There are a lot of tough parts of my job. One of the hardest parts is keeping conversations from turning political. Everyone has their own beliefs and it’s not likely that we are going to change anyone else's mind. I do think good political conversations can be [...]

By |2022-07-18T18:16:59+00:00June 1st, 2022|blog|Comments Off on Talk Radio Ads

Simpler Days

Simpler Days May 18th, 2022   I got an email from a client last week who said they'd read a recent email I sent out where I encouraged folks not to watch the news. His point was that it made him a little nervous when anyone told him not to watch the news. His [...]

By |2022-07-18T18:26:55+00:00May 19th, 2022|blog|Comments Off on Simpler Days

Living It Up

Living It Up May 6th, 2022   Earlier this week I had the opportunity to interview a couple for an upcoming episode of the My Retirement Clarity Podcast. Joe and Suzanne  have been clients for about 10 years and they've been retired about that long as well. They retired earlier than most folks do [...]

By |2022-07-18T18:30:00+00:00May 6th, 2022|blog|Comments Off on Living It Up

Who’s the Greatest Investor of All Time?

Who's the Greatest Investor of All Time? April 6th, 2022 On the surface, this seems like a pretty easy answer. I think most people would probably guess that Warren Buffett is the greatest investor of all time. He's the most well-known and likely quoted more than any other professional investor. As of today he [...]

By |2022-07-18T18:35:30+00:00April 6th, 2022|blog|Comments Off on Who’s the Greatest Investor of All Time?
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