The Process

“You have a goal, you have a vision for what you want to accomplish and then you define exactly what you have to do to accomplish that. That’s what I call the process” A quote from Nick Saban, the head…

Pre-Retirement Checklist

Your Pre-Retirement Checklist, Ep #68

When making your retirement decision, you likely get one chance to get it right. These type of situations are where checklists can shine. Understanding all your financial opportunities pre-retirement, can make life-changing differences in your retirement journey. Which is why…

Where’s the Value?

From 1928–2017 the value premium, the return difference between stocks with low relative prices (value) and stocks with high relative prices (growth), in the US had a positive annualized return of approximately 3.5%.[2] In seven of the last 10 calendar…

Will I Be Better Off?

Will I really be better off paying you than I would be doing this on my own? This is a valid question we frequently hear from planning clients who have enjoyed working with us on an hourly basis, but are…

How to Keep Health Care Costs Down

Last month I had the pleasure of attending the NAPFA Conference in Phoenix, Arizona.  The weekend before I left my 3-year-old was sick with a stomach virus.  I was scheduled to leave on Tuesday and by Monday morning he was…