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what is going on with the markets

What is going on with the markets

Hi all.  I hope you’ve been well.  Sorry things have been quiet around here for a few weeks.  As I’m sure you know, the markets have been kind of crazy this year and most of my time has been spent on the phone or in meetings with clients.  Between that, annual reviews and an unexpected […]

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 […]

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 […]

the happiness paradox

The happiness paradox

To a large degree, happiness is being able to do what you want when you want. To get to that point, however (and here’s the paradox), you often have to do what you don’t want when you don’t want. Case in point: Retirement. You’ve heard me say many times that: Retirement is more than a […]