The Power of Hindsight – Money’s Impact on Family
If you want to see my heart break, tell me a story about a family ripped apart by money quarrels. I just cannot stand to think that relationships once valued were severed by a disagreement over financial matters. I’m actually sick to my stomach having just written those two sentences. It just seems unnecessary, but it happens all the time. …
Recession Is Approaching
It’s coming, can you feel it? The next recession is getting closer and closer, there’s no doubt. How do I know this? Simply put, recessions happen and we haven’t had one in quite some time, so it’s a safe prediction to make that the passing of each day moves us closer to the next. Are you ready? Before we get …
How to Plan for Retirement’s Go-Go, Slow-Go and No-Go Years
When retirement planning, it’s best to expect to do the big (and more expensive) stuff early on, when you’re healthier, then slow things down as you get older. What comes to mind when you hear the term “retirement planning”? Most people think of investments, Social Security, health insurance, tax strategies and other money-related issues. These pieces are all a big …
Client Corner: Trip of a Lifetime for LaMar & Meg
This past March we went on, what we would consider, a trip of a lifetime. We flew into Sydney, Australia, boarded the Coral Princes and cruised around Australia and Tasmania. From Sydney we headed north, travelling counter clockwise around the continent stopping at every major city and some smaller towns. In Tasmania we stopped at Burnie and Hobart. At each …
Save The Date
SAVE THE DATE Rise Against Hunger Event Friday, June 28th from 5 to 7 p.m. Juan Diego High School We are excited to announce that we have finalized the details for our annual Rise Against Hunger meal packing event! Mark your calendars now and make plans to join us Friday, June 28th from 5 to 7 p.m. as we pack …
2024 Spring Newsletter: Salt Lake City
My business partner, Scott Dougan (Kansas City) and I started the year off with a bang. We were invited to a global financial advisors conference in January in Las Vegas where he and I were both, individually, inducted into the Advisors Excel Hall of Fame. This recognition is awarded to financial advisors who have seen prolonged success in financial planning …
My Home Is an Asset. Or Is It?
Often in discussions of retirement planning, the home comes up as a planning item. After all, a home can represent one of the single largest items of value a person owns. But since we live in our homes, must maintain them, and constantly reinvest in them, the question for us non-Silicon Valley homeowners sometimes arises, “Is my home really an …
If Your Nest Egg Had Perfect Timing
I often suggest that good financial planning means we die with money left over. Conversely, that must mean that bad financial planning means we run out of money before we die. Of course, omitted from this binary look at the topic is the possibility that you’ll spend your last dollar as your last breath exists your body. Wouldn’t that be …
2024 Spring Newsletter: Kansas City
Do you remember being young and…broke? Whether it was when you were 12 and mowed a neighbor’s lawn for a few bucks or being in college living on a fast food income or the generosity of your parents, you found so much joy in life, in spite of having almost no money. Look at you now! Could that kid or …
Briefcase Study: Has Spring Finally Sprung?! Spring Cleaning, Anyone?
Spring has to be your favorite season; or at least in your top three or four. Everything is new again, fresh, bright, ripe with hope of new adventures. I’m a sucker for spring. If you share even a fraction of my spring enthusiasm, you may also feel that deep-down desire to get things cleaned up and sorted after a long …
