Client Corner: Retirement is Everything We Hoped it Would Be
Toby and I retired 2 1/2 years ago after long careers with the federal government. At first, we were concerned about staying busy, but soon found ourselves taking classes at the U of U, playing pickleball, golfing, hiking, and doing volunteer taxes. Needless to say, our days are filled! We are also determined to live these “go go” years to …
Service Updates
Our Service & Experience Enhancement Project is Complete With your help, we were able to complete our service and experience enhancement project a couple of weeks ago and fully transition to our new investment management platform. During our annual Advisor’s Summit at the office in Kansas City, our advisors had the opportunity to connect with Head of Sales, Kevin Thornton, …
Back to the Basics: Retire Your Debts Before Retirement?
Before retirement, most people would like to pay off any remaining debts, so they can feel good going into that next phase of life all tidied-up. That makes a lot of sense, both financially and psychologically. In a recent meeting, we not only discussed this but put a plan together that was well received by the family, so we thought …
Briefcase Study: Pairing Retirement Needs with Retirement Assets
Years ago, I was asked a very specific question by a curious friend: “What’s one piece of advice you’d offer retirees who are concerned about planning their retirement?” It’s a fair question but admittedly difficult to answer without going into a long speech that may be more than he was bargaining for. I shared a number of thoughts, but here’s …
