How to Retire Blog

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Time is our most precious resource and I thank you for allowing me to get a few minutes of your time each week. I hope you find the blog helpful and informative. Send me an email if there is ever a topic you would be interested in learning more about. I will research it and write a future blog about it.

10 Action Items For A Great Retirement

July 24, 2021 Insights Misc.

There are obvious benefits for every person to have an identity in life. By knowing your identity you are not only able to accomplish your goals, but you also have a sense of wholeness. This remains true during your retirement years when your career is no longer your identity. By knowing who you are and what you want to accomplish in life, you'll gain a sense of confidence and pride and your life will be more meaningful and fulfilled. Let's discuss a few ways to discover your new identity in retirement.

The Real Value Of A Financial Advisor

February 8, 2021 Investment Retirement Funding Misc.

As your adviser we are a walking talking insurance plan hired to protect one of the largest assets you own, your retirement nest egg.

Back to Basics: 9 Common Insurance Mistakes to Avoid

September 28, 2020 Retirement Funding Misc.

Choosing an insurance policy that works best for you and your family is so important. When you shop around and find the correct one, it can not only benefit your health but save you money.

The Stock Market and the Economy Are Not the Same: A Guide to Understanding the Difference

September 8, 2020 Insights Misc.

Stocks have been up — but unemployment has also risen. Why is that? Here, we break down the major differences between the stock market and the economy.

Choosing Between Term and Whole Life Insurance: Which Is Right for You?

June 1, 2020 Retirement Funding Misc.

Different people have unique life insurance needs, so it's important to know the details before buying. Learn more about whole-life versus term life insurance in order to make the right decision for you and your loved ones.

Should I sell? Should I buy? Should I invest more?

March 16, 2020 Investment Retirement Funding Insights Misc.

The answer to all these questions is...drum roll please...

Our Promise To You

June 18, 2019 College Planning Investment Retirement Funding Insights Misc.

We promise to invest your money as carefully as we do our own, because we know that your hopes for your family's future are every bit as sacred to you as ours are to us.

So I ditched my smartphone for 30 days...

May 5, 2019 Misc.

You read that title right. I'm the proud owner of new LG Exalt LTE Flip Phone. (Think Motorola Razr except not as cool.) I had considered ditching my smartphone for a while, but I could never pull the trigger because, frankly, I was addicted to the damn thing. I couldn't go 30 seconds without looking at it!