Wednesday, Sept. 23rd One of the things people ask others when they haven’t seen them in a while is – “how’s everything going?” One of the most common answers is a reference to how busy they are. I have a friend that I don’t see that often, but when I do and I ask him…

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Wednesday, Sept 8th One of the traps that we all fall into is comparing ourselves to others. We’ve all heard the saying “keeping up with the Joneses”. We’ve probably seen examples of how someone bought something and then someone else bought something a little bit bigger, or a little bit better. Apparently there are 2…

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I know many of you are aware of this situation, but I wanted to make everyone else aware so you can add this to your prayer list. On Saturday afternoon, a family that we have known for quite some time experienced an unimaginable event. David and Stacey Bethune were vacationing with their 2 kids, Walker…

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Thursday, July 8th, 2021 Many of you have heard me talk about what I call the 3 phases of retirement. The Go-Go years, the Slow-Go years and the No-Go years. I saw that in full display last week in St. Simons. People in all 3 phases of retirement enjoying things at a different pace.  I…

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Thursday, June 24th, 2021 Last week I had the opportunity to attend a conference with 400 of the top advisers in the country. We heard from some great speakers during the three day conference. John Maxwell, The founder of the Maxwell Institute for leader ship and one of the most well-known public speakers in the…

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June 9, 2021 The day trader on the beach I was able to enjoy a few days at the beach last week as the kids finished up finals the Friday before. Weather was good, food was great, and we had a blast. We usually hit the beach later in the afternoon to avoid the blistering…

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Tuesday, May 18th, 2021 A Secure Upload Portal Over the last few months, we’ve met with more clients than ever who have told me that their number one concern is the future of taxes. Most people are of the opinion that taxes have nowhere to go but up. I am of the same opinion. There…

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Tuesday, May 4th, 2021 An uptick in your spending, hopefully   In almost every client review meeting I ask a very simple question, how is cash flow? I’m really just trying to get a sense of inflows versus outflows because that’s very important in retirement. Over the last year, most people have told me that…

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  A few weeks ago I had a review meeting with a relatively new client and I thought it would be appropriate to share a little bit about their journey to retirement. He and his wife made the decision to retire about a year ago. It was not an easy decision for either of them.…

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Taxes- The Greatest Threat To Your Retirement Tuesday, April 6th, 2021 I’ve always said there are 3 major threats to a retirement today. A long term care event,  a severe, sustained market crash, and increasing taxes. In light of everything that has happened with the virus relief and governmental spending habits, I think taxes has…

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