Updates
10 questions to answer before you retire
We are so excited to host our first live event of the year! If you are thinking about retirement at all, you will not want to miss this. We will be addressing the 10 questions you need to answer…
The 2022 Investment Quilt Chart
The above image is our annual update to the "Asset Quilt Chart", showing how different investment classes did last year and each of the previous 9 years before. The column on the right shows the …
6 things to get you off the couch in retirement
After decades of working and planning, you have finally achieved the greatest desire of many: retirement. You may have served in different roles throughout your career, but finally being able to put …
Are you prepared for the next disaster? Four things you should do now!
Natural disasters are something that not many people think about until it is too late. Since September is Disaster Preparedness Month, we thought it a great time to share tips we have learned over th…
You are not your own best guide! 5 things to look for in a financial planner.
My wife and I recently celebrated our 25th wedding anniversary by taking a trip to Costa Rica. Over the two weeks we were there, we visited many fascinating places and went on 8 different guided tour…
