protect yourself from identity theft

How to protect yourself from identity theft

  Quick Note:  For those of you with “Retirement Planning” on your New Year’s Resolution list, I extended the $60 discount on The Ideal Retirement Design Guide through January 31st. I have a retired client—let’s call him Mark—who was going on a trip and he asked his neighbor to water his plants and keep an […]

year end wrap up

Year end wrap up

Well that year went by fast!  It seems like just yesterday that Punxatawney Phil was telling us that spring was almost here and now Ryan Seacrest is warming up in Times Square to help us bid adieu to 2015. How was your year?  For me it was great in a lot of ways and challenging […]

richer life

Harnessing the power of compounding for an exponentially richer life

When we think about compounding, we often associate it with financial success, but other areas of life—activities, travel, learning, ideas, marriage, friendships, clients, contacts, freedom, health, hobbies, religion—compound in a very similar way.  Each time we get a small win in one of these areas, we can put it to work to help us grow […]

retirement guide discount

Happy Thanksgiving plus huge Retirement Guide discount

Tomorrow is Thanksgiving here in the good old U.S. of A., which means Christmas is right around the corner.  With that in mind, I want to do two things. First, I want to wish you all a very Happy Thanksgiving!  I hope you have a relaxing holiday with friends and family and have time to […]

changes to your Social Security claiming options

Congress just made huge changes to your Social Security claiming options

Who says Congress can’t act quickly when they need to?  Just last week they rapidly (after much previous delay) approved budget legislation to narrowly avoid a government shutdown.  Unfortunately, buried deep in the pages of that budget—probably somewhere between synchronized swimming studies on Sea Monkeys and a real life iron man suit (actual expenditures in […]