In this episode I'll explore the problems with setting retirement goals and offer a better way to plan.
Read MoreIf you chose to invest in real estate as part of your retirement plan, you better understand what you're signing up for.
Read MoreLast week, it took me 3 days to find a car title. My records are a mess. It's embarrassing. I work so hard to help keep my clients' financial lives in order and neglect my own record keeping.
Read More"How Much Do I Need to Retire?" is the question a lot of us are afraid to ask. We're afraid because we think the "number" we'll be told to save will be impossible to achieve.
Read MoreTonight I'll be joining the folks over at the Money Mastermind Show to discuss How much you need to retire.
Read MoreIs the stock market correction here? In the last week of July, the S&P 500 index lost 2.7%. The worst weekly loss in over two years. It didn't take long for the sensationalist headlines to pop up.
Read MorePoor planning or a big loss during retirement can ruin your financial security. In this episode, I discuss the most common retirement "screw ups" I've seen and how you work to avoid them.
Read MoreThis week I speak with Burt White, Chief Investment Officer of LPL Financial. Burt and I discuss LPL's mid-year outlook titled The Investor's Almanac.
Read MoreI talk to a lot of people about retirement. Not only clients but most everyone I meet over age 50. I'll always ask them what their #1 thought is on retirement. I've learned a lot from this exercise. The most important thing I've learned is that people worry about retirement....a lot!
Read MoreThis week I talk with Misty Kimbrough, a local insurance expert about the basics of Medicare. She outlines the basic parts of Medicare and the 3 most common missteps people make when planning medicare benefits for retirement.
Read MoreOver the next 18 years, every day 8,000 baby boomers will turn age 65. That's almost 3 million baby boomers per year. Just as baby boomers redefined politics, parenting and work, they are beginning to redefine retirement.
Read MoreYes, I know that keeping a monthly budget is personal finance 101. Over the years I've tried, repeatedly, to track every expense in a monthly budget. Each time I failed after a few months. It's just too much work. I have better things to do than be a part-time bookkeeper.
Read MoreA key part of my retirement plan is to raise our children to be INDEPENDENT.
Read MoreIn this podcast, I share my thoughts on my sister's choice and one way you can deal with death by celebrating life.
Read MoreRather than a traditional funeral or remembrance event, my sister Barbara insisted on having a “Celebration of Life” picnic. Barbara's choice reflected how she chose to live her life. Upbeat, proactive, intentional, loving, connected. It was a wonderful gift to all of us.
Read MoreAre you a baby boomer getting ready to enter the go-go years of retirement? If so, what is your plan to help care for your elderly parents?
Read MoreHow to manage cash flow during retirement is probably the question I am asked most often.
Read MoreWorking during retirement could be the best thing you do to find meaning, stay healthy and earn money while doing what you love.
Read MoreIn his latest book, "The In-Between: Embracing the Tension Between Now and the Next Big Thing" Jeff reminds himself and us that most of our lives are spent "in-between" the big things. It is in these moments we can find opportunities to live more fully.
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