Like many of you, I have been a victim of procrastinationok, obviously victim is not the right word. Though typically my procrastination is not financial procrastination, on occasion that type sneaks...
Everything You Need to Know to Plan Your Abundant Retirement
Looking for something?
I still remember the first time I decided to tithe. I was in college, making just over minimum wage, paying for school myself, and—no surprise here—living with a negative net worth. At the time, the...
When I started out in financial services, I worked nearly a decade as a captive agent for the Knights of Columbus. That meant I represented only their products — fixed life insurance and annuities...
Even the thought of retirement can be exhilarating. Knowing you’ll soon have the time freedom to do what you want, when you want, is enough to get even the most unimaginative person dreaming about the...
Just how “big” and “beautiful” are these BBB changes for retirees? When Congress names a bill the “Big Beautiful Bill,” you know two things right off the bat: As a financial...
If you’re like most people nearing retirement, you probably think the hard part is behind you. You worked hard, saved consistently, and now you’re looking forward to slowing down and enjoying what...
I recently had a client summarize retirement planning better than I ever could:“So basically as long as I have more coming in than going out, I should be good?” Exactly! Income > Expenses = Freedom...
Retirement should be the reward for a lifetime of hard work—a time to enjoy life without the stress of a paycheck. But for many retirees, financial missteps turn what should be their golden years into...
One of the things I value most about being a financial planner is the opportunity to have real, meaningful conversations with my clients. These discussions aren’t just about numbers—they’re about...
A few months ago, I sat down with a new client to review his portfolio. He had worked with a previous advisor, and when I looked over his asset diversification, I saw something that made me pause—70%...