In discussion with retirement planning clients, I’m often reminded that the best outcomes to challenges and opportunities are generally realized after asking the right questions. And since we all only have one shot at living a great life, there’s a fair amount of responsibility I feel in learning how to ask great questions, which hopefully lead to better outcomes. With …
Retirement means something a bit different to everyone. To some, it’s a financial finish line. To others, retirement represents a transition from paid work to volunteer work. Whatever it means to you and those close to you, retirement happens, whether by choice or by force. As a person nears ‘retirement age’, a litany of decisions arise that must be carefully …
For years, I’ve been on a quest to determine the optimum set of inputs to design the ideal retirement plan. And while the topic of formulas may not appeal to you, I hope you’re somewhat comforted that it does hold some appeal for me, a retirement planning guy. I’ve thought much about the ideal blend of guaranteed income sources, risk-based …
Spring has finally arrived! It typically signifies births and new beginnings. However, for our family, this spring brings with it a few big endings. Our oldest, Coraline, will be graduating eighth grade next month, ending her middle school years and sending her towards high school with a summer full of practices and preparations for Fall. I can honestly say that …
Save the Date and Join Us As many of you know, the team here is quite passionate about doing what we can to give back. Whether that’s through our partnership with the Utah Food Bank, where we’ve been able to pack over 8,000 pounds of food for a local elementary school, or by participating in The Alzheimer’s Association’s annual Walk …
I’m susceptible and I’ll bet you are too. It’s deafening when you begin to hear it; its influence is almost overwhelming once you begin to feel it. What is this force that’s being used to keep you perpetually off-balance? Allow me to offer a few examples: if you’re not moving forward, you’re falling behind. If you’re eating that, you’re getting …
Money can be stressful. This is a statement so obvious that it seems silly to write it out, but there it is. It can stress me out, and I’ll bet you feel it from time-to-time as well. While I won’t suggest that money’s emotional and intellectual burdens can be tamed fully, there is an exercise that I’ve found to be …
Everybody knows that old music is far better than new music. In fact, can you even call this new stuff music at all? It’s just noise. Said every generation ever. Elvis was practically criminal when he came on the scene, The Beatles were credited with destroying a generation of kids, and Madonna turned daughters against parents all over the world. …
You’re invited! New Office Open House Thursday, April 13th, 2:00 – 5:00 pm The dust has all settled and we are so excited to have you stop by and see our new space. Light snacks served. 5200 W 94th Terrace, Suite 208 Prairie Village, KS 66207 Harvesters We packed approximately 1,750 BackSnacks for local children who experience hunger. Thank you …
There are several questions that hopeful retirees are consistently asking as they seek to build a successful retirement. Some of these questions are: When can I retire? How much do we need? Will I have enough? What if there’s a major healthcare, stock market, or inflationary event that threatens what we’ve saved? While all of these questions are certainly different …
