Category: Goal Setting

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    4 Hurdles in Retirement Beyond Your Investment Portfolio

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    4 Hurdles in Retirement Beyond Your Investment Portfolio

    Becoming hyper-focused on only one aspect of a problem is pretty much never a good approach. A racecar driver who only focuses on speed and ignores strategy won’t win races, at least not many of them. A carpenter who only hammers in nails won’t build strong structures. 

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    Sorting Through the Noise on Social Security

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    Sorting Through the Noise on Social Security

    We live in the Information Age, where any information we could ever want is available to us within seconds, but due to the overwhelming wealth of info and sources – not to mention neck-break speed of the instant news cycle – it feels hard to know what’s really going on.

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    How to Get Started on Your Life Goals in a New Year

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    How to Get Started on Your Life Goals in a New Year

    We have all been there before: frozen almost, staring down the road of a daunting, seemingly impossible task. Voices battle inside us, telling us that the job is too big and maybe we should just forget it.

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    How to Financially Prepare Yourself for a Divorce

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    How to Financially Prepare Yourself for a Divorce

    Your financial advisor may not be the first person you call when considering splitting up, but they should be somewhere on the list. One of the concrete things you can do to help with the process and the healing to follow is to plan ahead. 

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    How to Plan For College and Keep Expenses Down in the Age of the Student Debt Crisis

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    How to Plan For College and Keep Expenses Down in the Age of the Student Debt Crisis

    For most students, experts say it remains financially worth it to go to college, despite rising tuition and opportunity costs in relation to increasing wages for workers holding only a high school diploma. The average rate of return (net gain or loss on college investment across a career) is 14%. 

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    How Your Employee Benefits Fit into Your Financial Plan

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    How Your Employee Benefits Fit into Your Financial Plan

    Your Health Savings Account (HSA) is a cornerstone of your benefits planning. The money is triple tax-advantaged – contributions, growth and withdrawals for qualified expenses are not taxed. This account is like nothing else, and you need to take full advantage of it. 

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    3 Retirement Potholes (and How to Avoid Them)

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    3 Retirement Potholes (and How to Avoid Them)

    The retirement planning process is full of potholes – they seem to pop out of nowhere and can do major damage if you’re not careful. In my years as a financial guide, I’ve put in a lot of man-hours helping people avoid financial potholes. The danger is real and the monetary bruises take a w …

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    Estate Planning Fundamentals to Help You Start the Conversation

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    Estate Planning Fundamentals to Help You Start the Conversation

    Estate planning, no matter how large or simple your assets, is a conversation everyone should have. From dividing up gigantic bank accounts to choosing the music for a funeral, putting a plan in place can keep a lot of stress and family tension from reaching fever pitch.

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    How to Go from Making Money to Making Money Happen in Retirement

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    How to Go from Making Money to Making Money Happen in Retirement

    It’s a concept that is all too important as 4 in 10 Americans are at risk of running out of money in retirement. The landscape changes when you retire. Your goal now is to conserve, grow, maintain and otherwise hold onto what you already have. 

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    Here’s Your Financial Planning Starter Pack

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    Here’s Your Financial Planning Starter Pack

    Although there are some basic guidelines, your financial life is as unique as your fingerprint. Your lifestyle, goals, family situation, risk tolerance and even your wildest dreams will give a unique signature to your portfolio. Let’s look at a few of the starting points today for a healthy …

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