Briefcase Study: The One Word Retirement Plan
Working in the retirement planning realm for so long has given me the opportunity to talk with hundreds, perhaps thousands, of people about what they hope to experience during retirement. Discussions of money, time, and purpose lead to so many interesting insights about what a life well-lived might look like. A simple question like, “What would you like retirement to …
2022 Fall Newsletter: Kansas City
A recent article in The Guardian put the spotlight on a man – a lawyer – who was overcharged for a train ticket in India. He chose to fight it. After 100 court hearings and 22 YEARS, he won. He was awarded the outstanding amount, a $188 fine plus interest, and the satisfaction of having been proven right. He said …
Is Catching A Foul Ball Worth It?
Whether you’re a baseball fan or not, you may have heard that over the last few years, a number of serious injuries occurred during Major League Baseball games when fans were struck by foul balls. One incident resulted in the death of a 79-year-old woman and another fractured the skull of a 2-year-old girl. Either incident should result in dramatic …
Airline Pricing and Your Wealth
When you book a flight from Kansas City to Detroit, it’s well known that you’d best book the trip as early as possible to get the lowest fare. For if you have an emergency and have to book a flight the night before your trip, then it may be best to just cover your eyes when clicking ‘Purchase’ because it’s …
The Wealth Mirage
“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 …
The Steak Dinner Decision
A confluence of forces is about to occur that may result in a decision to be made by aspiring and current retirees, like you. I could be wrong, but I think the confluence includes a nervous, teetering stock market, a ramping-up of marketing efforts by some ambitious financial advisors due to COVID fears subsiding, and your love of a free …
Save the Date: Fall Festival
We look forward to seeing you on Thursday, October 22nd for the 2022 Fall Festival Raffle and Silent Auction at The Lodge at Ironwoods. Proceeds benefit CASA of Johnson & Wyandotte Counties Thursday, October 22nd Lodge At Ironwoods 147th & Mission Rd, Leawood, KS Silent Auction – Raffle – LIVE Entertainment Wine Pull – Dinner, Drinks & Dancing Previous & …
2022 Summer Newsletter: Kansas City
I wonder if you’ve ever experienced this. You’re sitting at your computer looking at some not great news; maybe it’s your 401(k) account that’s taken a dive, or an email that just seems to miss the mark on every possible level and drives you to near your breaking point. You stand up, walk outside, and realize the sun is still …
Harvesters Event
300 Meals for the Hungry We had a small, but mighty, group that attended the annual Harvesters event on May 7. We were divided into small groups and worked on different projects in the warehouse such as taking 50 lbs of onions and sweet potatoes and putting them into 5 lbs bags as well as sorting bread and other foods. …
Briefcase Study: Breakthrough in a Box
When an Amazon box arrives at the front door, it’s an exciting moment. Is it…for me? Boy, I sure hope so (having forgotten what I may have ordered in the first place). Generally, the thing in that box is the result of a decision process that was either minutes long or one that took months of research. Either way, taking …
