Who Will You Be 5 Years From Today?
When I was a kid, I was obsessed with the idea that whatever I chose to do at that very moment could change my life forever. I’m not talking about which sports to play or what to say to the cute girl in my class. No, I was focused on what would happen if I snapped my fingers or raised …
The One Word Retirement Plan
If you could choose just a single descriptor for what you’d like for the next 30 years of your life, what would it be? For some, flexibility may be the word, for others, family. Here are words that may strike a chord with you: Flexibility Family Faithfulness Activity Travel Peacefulness Contentment Regret-Free (does a hyphen qualify it as one word?) …
Retirement Elevated Classes in 2022
Gain the right knowledge today to create a well-planned retirement for tomorrow. The ebbs and flows of being able to continue hosting our in-person Retirement Elevated classes has been ever-changing the past two years. With that, going into 2022, we will be monitoring things as best we can to ensure our educational events are still being taught at a location …
2022 Winter Newsletter: Salt Lake City
We made it through the holidays and into another year. Welcome 2022! Here’s to hoping for brighter, healthier days ahead for all. The holidays at our home are often busy. Our children, Coraline and Michael, are still young, so the holidays include little parties, school programs and many traditions that remain magical. My in-laws live nearby, so our home …
Client Corner: Don and Lauri
“All our planning has paid off, and retirement is just as much fun as we always dreamed!” As happily retired folks, Don and Lauri decided to visit Boston to visit Lauri’s nephew and his family and tour the surrounding area. While they are seasoned travelers, neither of them had previously been to Boston; and so, they were excited for the …
A Box of Catharsis
Catharsis is defined as “a purification or purgation that brings about spiritual renewal or release from tension” (source: Merriam-Webster). In other words, make the bad stuff go away and begin feeling better. If there’s one gift we should all give ourselves, it’s a nice catharsis. If you’ve ever rented a dumpster in order to finally clear the clutter from your …
2021 Fall Festival Update
Our Fall Festival at the Lodge at Ironwoods was a resounding success! Your contributions will bring a brighter future to children. We appreciate your generosity and caring commitment to CASA’s important work. We appreciate those who were able to join us this year at The Inn @ Ironwoods in support of CASA Court Appointed Special Advocates of Johnson & Wyandotte …
2022 Winter Newsletter: Kansas City
If there’s one thing that we can all agree upon, it’s the uncertainly of the future. As we near the end of 2021 and look ahead to a new year, we have to shake our heads at the mystery of it all. Who would have predicted the events of this past year, from politics to pandemic to prosperity in the …
Back to the Basics: The Forced Savings Solution
If you were to ask retirees what was the single biggest factor in their ability to retire, the answer might lie in the fact that they began saving early, saved consistently, and didn’t stop saving. Sure, some people have retirement saved for them, in the form of a pension, but the reality is that nobody lives off of their money …
Briefcase Study: Financial Independence is a Myth
‘Financial Independence’ is a wonderful goal, a beautiful aspiration, a worthy pursuit. But it’s impossible. If true financial independence is the point at which we have enough money to be free from needing to serve or be served by other people, then we’ve missed the point entirely. If we look at a pile of wealth – money, property, possessions – …
