Not as much as you may think. See the slide below… But……stock market valuations do not have nearly as much impact on retirement success as: Living within your means. Investing in line with your risk… Read More
Newsletter: Student of the Market
Happy New year to you and your family. Below are some interesting points over the past year and decade. Let me know if you have any questions at all. I am here to help you… Read More
Newsletter: Small Business Owners
Big changes ahead for small business owners, part time workers, people who have 529 plans, 401ks and IRAs. The SECURE act has many changes. Some good. Some not so good. A few bullet points are: -RMD… Read More
Best Places to Retire in the U.S. in 2020
It is a top question pre-retirees ask- “Where should I live in retirement?”. Whether you are considering moving permanently or plan to be a snowbird, most retirees still want to spend their golden years where… Read More
How to Talk to Your Kids About Money
Opening up and starting conversations about how to handle money and finances with your kids may seem overwhelming, but it doesn’t have to be. As a parent, it is your role to serve as a… Read More
15 Ways to Teach Kids About Giving During the Holidays (While Doing Something Together as a Family)!
The holidays are an especially wonderful time to teach kids about giving and serving others. Learning that “giving” goes beyond buying presents for loved ones and really means helping those in need can be an… Read More
Savings Strategies Full-Time Traveling Families Use to Fund Their Trips
Did you know there is a world of families out there that are traveling the globe FULL TIME?! You read that right – these families don’t have a brick-and-mortar home; instead, they have prioritized traveling… Read More
What is a Family Business Succession Plan and Do I Need One for My Business?
If you intend to pass your business on to the next generation, developing a business succession plan should be top of mind when considering the future of your company. Eventually, you will want (or need)… Read More
Five Surprising Money Saving Tactics You Can Employ Today
Discover simple yet effective money-saving strategies that you can easily implement into your daily life. Whether you’re looking to save money to put towards your student loan debt, mortgage, or simply want to cut off… Read More
4 Most Common Money Mistakes for Pre-Retirees
Nearing retirement, your thoughts start to drift farther and farther away from the job at hand and closer to what you’ll be able to do in all that free time – catch up on some… Read More
