Blog

This section includes short articles written by our advisors on current topics, as well as answers to questions asked at some of our client meetings. Blog topics range from delving into the nuts and bolts of an investment strategy or what to look for in an advisor, to understanding why estate planning is so important, and whether you will have enough savings for retirement.

Twenty-Five Years of Financial Insights
(Part 15: Ten Timeless Tips for Financial Goal-Setting)

Twenty-Five Years of Financial Insights (Part 15: Ten Timeless Tips for Financial Goal-Setting)

Well, 2018 is already rolling along at a rapid rate. Can you say the same about your New Year’s resolutions? What’s that, you didn’t make any? That’s okay! You don’t have to set New Year’s resolutions, but my 25-plus years of experience has taught me that you stand the best odds for achieving your goals if: (1) you’re mindful about setting them at some point, (2) you write them down and assign a desired deadline, and (3) you regularly review how you’re doing.

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Twenty-Five Years of Financial Insights
(Part 14: Three Phases of a Purposeful Retirement)

Twenty-Five Years of Financial Insights (Part 14: Three Phases of a Purposeful Retirement)

They say you’re only as old as you feel. Well, if they’re right (whoever “they” are), I’ve been known to grow older or younger by decades … all in the span of a single day! My clients, many of whom have been with me for years, seem to experience these same sorts of ups and down, especially as they near that momentous day called retirement.

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Twenty-Five Years of Financial Insights
(Part 13: A Game Plan for Drawing Retirement Income)

In my last reflection on 25 years of financial insights, I offered some guidelines for those who are approaching retirement and wondering how to proceed. Today, let’s take a closer look at one aspect of your retirement adventure: How do you create a sound strategy for drawing income in retirement?

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Twenty-Five Years of Financial Insights
(Part 12: Drawing Income From Your Portfolio)

As we approach the finish line on our 2016-2017 series of articles inspired by 25 years of financial insights, I am reminded of another milestone in most people’s lives: The year they decide to retire. At that pivotal time, your daily routine isn’t the only thing that undergoes a major change. After a lifetime of investing toward retirement, it’s now time to start withdrawing for it. Even if you’re well-funded for the event, that’s a mighty big shift, in mind and matter alike.

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Twenty-Five Years of Financial Insights
(Part 11: What It Takes To Stay the (Golf) Course)

Throughout my 25 years as a financial professional, when I haven’t been busy advising families about staying the course with their low-cost, globally diversified investment portfolios, you’ve usually been able to find me on a course myself. A golf course, that is.

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Twenty-Five Years of Financial Insights
(Part 10: The Myth of Downsizing Your Home)

Twenty-Five Years of Financial Insights (Part 10: The Myth of Downsizing Your Home)

Time flies, doesn’t it? It seems like only yesterday you were bringing home your first-born and contemplating an enlarged lifestyle: more living space, a family car, another mouth to feed, and so on. Then, poof! A few fast years later, the kids are grown. They’ve got grown-up kids of their own. Next thing you know, you’re knocking about an oversized house, tired of dusting all those knickknacks.

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