Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Election 2020: Managing Your Emotions
It’s a startling statistic.45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming 2020 presidential election.1Second-guessing your investment strategy is natural,...
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The Social Security Administration Announces 2021 COLA
On October 13, 2020, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 1.3 percent cost-of-living adjustment (COLA) for 2021. This adjustment will begin with benefits payable...
Read MoreWhat is your "Income in Retirement" for anyway?
I met with a client a couple of weeks ago just to go over what she has and review her income situation. She worked a normal job all of her life making decent money but saved just about everything that she made. She is what we often...
Read More7 Common Pension and 401(k) Mistakes
Rarely does a week ago by that we don’t have someone ask, “Which option should I take with my pension?” or “How can I get the most out of my 401(k)?” Recently, Kristin and I met with a retired woman who...
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Do You Have a Game Plan for the Rest of Your Life
A family that I met with seemed to be very concerned about their retirement future. As we discussed their financial situation, I discovered that they had done a wonderful job of preparing for retirement, saving more than $1 million....
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The Importance of Leveraged Business Planning
We’ve heard the stories about the architect whose house plans are never completed or the attorney with no estate plan. Those of us who manage our own businesses often get tied up in the day-to-day activities and miss the big...
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