“We’ll retire when the 401(k) hits a million.” Or $500,000, or $5,000,000. It’s not uncommon at all for people to set financial goals like these that are very clear and very exciting. After all, what’s unclear about getting to a certain dollar amount in savings? And while I applaud these goals and will cheer for you as you work toward …
We had 43 clients and prospective clients show up to help local families & individuals who experience: Noun – Food in-se-cu-ri-ty – the condition of not having access to sufficient food, or food of an adequate quality, to meet one’s basic needs. We split up into 2 groups. Group 1 put together 340 cases of food items for the elderly …
If there is one asset that has become more valuable than all others, it is time. It is finite, making it scarce. It is fluid, making it difficult to grasp. It is often misunderstood, allowing it to escape our attempts at mastery. In fact, time is the very asset we would willingly trade all others for—if only we could have …
What happens if you stop working for money next year? As people approach retirement, they often run a series of calculations in their heads to determine the right timing. While financial variables play a significant role, non-financial considerations also come into play. Questions such as whether they are truly ready to lose the structure of a workplace or how they …
Spring is here again, bringing its familiar renewal—brighter days, new beginnings, and a fresh sense of optimism after winter’s stillness. But as nature blooms, so too does a new political season, stirring emotions that range from joy to fear. Are we entering a political and economic springtime, or is this something else? Are we pulling weeds to make room for …
When I first began doing this work many years ago, I’d managed to arrange meetings with a number of very serious athletic coaches in an effort to gain new clients. At that time, a pulse was all that was required to get my attention, since starting in this business is so difficult. The fact that I was meeting with these …
Ever wonder how much money it would take for you to feel totally safe and free from financial stress? Take a moment and think about it – what’s your number? Got it? In a number of big studies, researchers asked people the exact same question. The results were stunning, if not saddening. Regardless of the participants’ level of wealth, the …
The Joker, in Tim Burton’s Batman movie loved asking, “Have you ever danced with the devil in the pale moonlight?” What does that mean and why did he say it? “I ask that of all my prey. I just like the sound of it.” Alright, I’ll admit that’s a really cool response. But today I ask you: Have you ever …
We have been successful business owners, entrepreneurs, and adventure-driven people who love exploring and pioneering. Even though retired, we still pursue these avenues for a gratifying life. We love traveling, especially to beautiful mountainous areas. Together, we enjoy hiking, camping, snowshoeing, and Nordic skiing, while Bob also loves Alpine skiing and golf. Bob’s corporate career with a large public corporation …
As is our style, my family hit the ground running in 2025. With both kids basically in year-round sports, we took advantage of the short break around the holidays to relax together in St. George – sleeping in was required. It was a much-needed recharge, but we’re happy to be back at home in a routine, as busy as it …
